{
  "crd_number": 153996,
  "slug": "personal-legacy-planners-grand-rapids-mi-153996",
  "primary_business_name": "PERSONAL LEGACY PLANNERS",
  "legal_name": "PLP ADVISORS, LLC",
  "dbas": [],
  "city": "Grand Rapids",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "24340",
  "metro": {
    "cbsa_code": "24340",
    "common_name": "Grand Rapids",
    "msa_name": "Grand Rapids-Wyoming-Kentwood, MI",
    "path": "/advisors/mi/grand-rapids"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2014-05-22",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-05-26",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "periodicals_newsletters",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "FL",
    "MI"
  ],
  "websites": [
    "https://plpadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153996",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "GRAND RAPIDS",
  "url": "https://advisorcensus.com/firm/personal-legacy-planners-grand-rapids-mi-153996",
  "display_name": "Personal Legacy Planners",
  "summary": "Personal Legacy Planners is a state-registered investment advisory firm in Grand Rapids, MI, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated May 26, 2026.",
  "citation": "AdvisorCensus. Personal Legacy Planners (CRD 153996): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Personal Legacy Planners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Personal Legacy Planners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Personal Legacy Planners located?",
      "a": "Personal Legacy Planners' principal office is in Grand Rapids, MI, according to its Form ADV."
    },
    {
      "q": "Is Personal Legacy Planners registered with the SEC or a state?",
      "a": "Personal Legacy Planners is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 153996."
    },
    {
      "q": "Does Personal Legacy Planners report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years) and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153996"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/personal-legacy-planners-grand-rapids-mi-153996.md",
  "clients": [],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153996",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}