Legacy Wealth Planning

Overview

Founded in 2006 and based in Reno, Legacy Wealth Planning is a registered investment adviser providing wealth management services to individuals, families, and businesses. The firm operates as an independent RIA, structuring client portfolios primarily through direct security selection and third-party managed account platforms rather than proprietary products — a structure typical of fiduciary advisers serving the Northern Nevada market. The firm's investment approach emphasizes portfolio management and comprehensive financial planning across liquid public markets and fixed-income allocations. Client assets are custodied at independent custodians, following the standard RIA separation of custody and advisory functions required under the Investment Advisers Act of 1940. The firm advises on asset allocation, retirement planning, and estate coordination, targeting business owners and professionals in the greater Reno-Tahoe region. Legacy Wealth Planning operates from a single office in Reno. The firm's scale and team size are not publicly disclosed. The firm does not operate adjacent private-fund vehicles, philanthropic entities, or real-asset arms based on public records. As an independent RIA, Legacy Wealth Planning holds a fiduciary duty to clients under SEC regulation — a structural differentiator from broker-dealer models that operate under a suitability standard. This regulatory posture requires the firm to place client interests ahead of its own, potentially creating an alignment differentiator for clients in the Northern Nevada market who seek fee-only advice separated from commission-based sales.