Family Legacy Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bentonville, AR. Its latest Form ADV filing, dated April 7, 2026, reports $169M in regulatory assets under management, 3 employees, 1 office, and 836 accounts.
Assets Under Management
$169M
Employees
3
Offices
1 office
Total Clients
341
Primary office
BENTONVILLE, AR
1003 SE 14TH ST., STE 15, BENTONVILLE, AR, United States
Top client segmentIndividuals represent 86.2% of total clients.
Top client categories% of clientsClients
1
Individuals
86.2%
294
2
HNWI
9.7%
33
3
Pension Plans
3.8%
13
4
Corporations
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$169Mas of April 7, 2026
Discretionary98.4%
$166M
98% of total RAUM98.4%
Non-discretionary1.6%
$3M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$169M
Total Accounts836
10Y AUM Change+$57M (+50.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee114:1
10Y Employee Change0 (0.0%)
* 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.