LEGACY PLANNING ADVISORS, LLC

SUWANEE, Georgia·5 registered advisors·CRD# 121289
SEC# 801-1122700770-919-2075
01

Firm Overview

AUM
$175M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEGACY PLANNING ADVISORS, LLC

5 registered advisors
Camille Calhoun Black
SUWANEE, Georgia
Christopher Weston Cushman
SUWANEE, Georgia
Jennifer Hester Hall
SUWANEE, Georgia
Peter Lewis Geckeler
SUWANEE, Georgia
Robert Gerald Black
SUWANEE, Georgia
05

Office Locations

SUWANEE, Georgia
5 advisors

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Data sourced from SEC Form ADV filings. LEGACY PLANNING ADVISORS, LLC (CRD# 121289) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.