Legacy Planning Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Legacy Planning Advisors, LLC provides personalized financial planning and investment advice to individuals, trusts, estates, and small businesses, covering cash flow, tax planning, insurance review, retirement and estate planning, and education funding. The firm operates on a fee-only basis, does not accept commissions, and delivers written evaluations such as net worth statements and periodic reviews to clients.
Relationships are tailored to client needs and may take the form of comprehensive financial plans, ongoing advisory service agreements, or limited‑scope hourly planning engagements; implementation of investment recommendations is generally executed by the client with the firm providing guidance. Although the firm furnishes investment advice and periodic reports, it does not serve as custodian or provide standalone portfolio management services, so clients retain control of their assets.
Distinctive features include the use of hourly billing for limited engagements and an explicit absence of percentage‑of‑assets‑under‑management fees, as well as the inclusion of tax preparation within its advisory services. The practice is a small, single‑member, fee‑only firm that participates in the Garrett Planning Network alliance, issues quarterly written updates and net‑worth statements, and maintains a documented business continuity plan for client service continuity.
Client services
Financial planning
Expertise
General tax planning
General estate planning guidance
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$240 per hour for hourly planning engagements and tax preparation work
Minimum fee: Minimum annual fee of $2,500 for Advisory Service Agreement Fee-only: Financial Planning Agreement fees range from $720 to $6,000 (negotiable); Advisory Service Agreement annual fees range from $2,500 to $10,000 (negotiable); Tax preparation billed at $240/hour with $240 minimum; Hourly planning engagements billed at $240/hour
Main office location
Legacy Planning Advisors, LLC
Arlington VA, United States
Number of offices
1
Most active in
Legacy Planning Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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