The Legacy Planning Group LLC is an internet adviser based in Overland Park. It manages $14 million of regulatory assets for 193 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Missouri.
The Legacy Planning Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Legacy Planning Group LLC is $14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Legacy Planning Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where The Legacy Planning Group LLC performs its advisory services is located at 10901 South Lowell Avenue, Overland Park, KS 66210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-338-4530 or by fax 913-338-4424. The normal business hours are 8:30am-5:00pm on Monday - Friday.