LEGACY PLANNING ADVISORS, LLC is a Suwanee, Georgia based financial advisory firm with nearly $152,990,000 in assets under management and provides investment advisory services for 589 clients. There are currently 5 financial advisors at the firm.
General Information |
| Firm CRD#: | 121289 | |
| SEC#: | 801-112270 | |
| Assets under Management: | $152,990,000 | |
| No. of Clients: | 589 | |
| No. of Advisors: | 5 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Educational seminars/workshops | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| RICHARD YOUNG ASSOCIATES, LTD. | 126124 | 801-70318 | 3621 | 12 | $683,202,076 |
| ATLANTA CAPITAL | 116719 | 801-60673 | 3588 | 39 | $29,876,022,013 |
| NICHOLAS HOFFMAN & COMPANY, LLC | 144516 | 801-68306 | 1859 | 19 | $5,574,032,469 |
| CORNERSTONE MANAGEMENT, INC. | 125828 | 801-63080 | 1574 | 16 | $1,550,857,239 |
| ASHWORTH SULLIVAN WEALTH ADVISORS LLC | 150008 | 801-115105 | 839 | 7 | $343,950,097 |
| PEACHTREE WEALTH ADVISORS, INC | 139779 | 801-119707 | 827 | 2 | $172,578,302 |
| BENEDICT FINANCIAL ADVISORS, INC. | 116690 | 801-77715 | 742 | 9 | $436,338,035 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 126942 | 801-108916 | 712 | 4 | $214,293,306 |
| DAI WEALTH, INC. | 138938 | 801-66260 | 543 | 14 | $104,484,781 |
| REGISTER FINANCIAL ADVISORS, LLC | 143884 | 801-81190 | 509 | 15 | $201,087,570 |
| BILL SPALDING WEALTH MANAGEMENT | 154998 | 801-71902 | 468 | 3 | $124,500,000 |
| PERSIUM ADVISORS, LLC | 128335 | 801-71127 | 293 | 7 | $253,906,425 |
| STRICKLAND DAVIS ADVISORS LLC | 126538 | 801-120990 | 186 | 3 | $121,352,230 |
| FIDUCIARYVEST, LLC | 134351 | 801-63958 | 39 | 9 | $4,249,969,960 |
| DECATUR CAPITAL MANAGEMENT, INC. | 120679 | 801-66165 | 30 | 5 | $180,052,203 |
| MASTERS CAPITAL MANAGEMENT, L.L.C. | 137605 | 801-65894 | 5 | 17 | $801,848,517 |