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Legacy Planning Advisors
Legacy Planning Advisors is an SEC-registered investment adviser in Suwanee, GA, registered since 2018. The firm manages $234 million in regulatory assets.
Overview
Legacy Planning Advisors is an SEC-registered investment adviser in Suwanee, GA, registered since 2018. The firm manages $234 million in regulatory assets. It has 8 employees and 8 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Suwanee
Corporate office
Suwanee, GA, United States
Sector focus
Frequently asked questions
Is Legacy Planning Advisors a Registered Investment Advisor?
Public records indicate the firm operates a wealth management practice in Suwanee, Georgia. Advisors who provide investment advice for compensation are generally required to register with either the SEC or the relevant state securities regulator. Prospective clients should verify the firm's current registration status, Form ADV disclosures, and any disciplinary history through the SEC's Investment Adviser Public Disclosure database before engaging.
What client type does Legacy Planning Advisors primarily serve?
The firm focuses on business owners and high-net-worth families in the Southeastern United States, particularly those navigating a liquidity event — such as the sale of a closely held company — and seeking to transfer wealth across generations. This concentration shapes the firm's emphasis on estate-planning structures, premium-financed insurance strategies, and illiquid asset classes that offer tax deferral or estate-valuation discounts.
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