# LEGACY FINANCIAL PLANNERS LLC

LEGACY FINANCIAL PLANNERS LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 122921
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122921

## About

Legacy Financial Planners LLC is a state-registered investment adviser with an office in Carmel, IN. The firm has one employee.

## Questions

### Who runs investment decisions at LEGACY FINANCIAL PLANNERS LLC?

No principals or investment committee have been publicly identified for LEGACY FINANCIAL PLANNERS LLC. The firm's SEC registration does not currently name specific executives or advisors. Without public disclosure, investment decision-making remains unclear.

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Last updated: 2026-08-14T12:30:00.000Z

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