Legacy Planning Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Suwanee, GA. Its latest Form ADV filing, dated February 3, 2026, reports $234M in regulatory assets under management, 8 employees, and 755 accounts.
Assets Under Management
$234M
Employees
8
Offices
--
Total Clients
265
Primary office
SUWANEE, GA
5400 LAUREL SPRINGS PARKWAY, SUITE 101, SUWANEE, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.7% of total clients.
Top client categories% of clientsClients
1
Individuals
71.7%
190
2
HNWI
28.3%
75
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$234Mas of February 3, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$234M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$234M
Total Accounts755
10Y AUM Change+$128M (+120.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee33:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.