# Masters Legacy Planning

Masters Legacy Planning is a Bank / Wealth / Trust based in Linwood, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Linwood, United States
- **Region:** North America
- **Address:** 650 New Road, Suite B, Linwood, NJ 08221, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** masterslegacy.com
- **LinkedIn:** https://linkedin.com/company/masters-legacy-planning-inc

## Regulatory record

- **CRD number:** 296314
- **SEC file number:** 801-113681
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/296314

## About

Masters Legacy Planning operates from a single office in Linwood, New Jersey, providing investment advisory services to individuals, high-net-worth individuals, and business entities. The firm emphasizes financial planning, retirement planning, and portfolio management, positioning itself as a responsive, objective, and forward-thinking advisor to local families. Contact information points to T Chamberlain as the key point of contact, though no title or leadership structure is detailed. The firm's strategy is rooted in personal guidance rather than a disclosed investment methodology or asset-class framework. No specific sectors, stages, or deal structures are documented. No named portfolio holdings, fund commitments, or co-investors are publicly disclosed. Team size, total assets under advisement, and deployment figures remain undisclosed. The firm maintains a single location with phone, fax, and email contact points, and shares market updates as its most recent content. There is no evidence of adjacent philanthropic vehicles, operating businesses, or external club memberships. A review of the available public record reveals no dated operational events, leadership transitions, or strategic announcements in the prior 24 months. The structural differentiator is one of posture, not architecture. Masters Legacy Planning functions as a traditional, locally embedded wealth advisory practice serving a regional client base. In an industry increasingly dominated by platform aggregators and institutional-caliber multi-family offices, it competes on hands-on accessibility and community trust — a model that is difficult to evaluate at arm's length without access to client references or an audited track record.

## Sectors

- Wealth Management

## People

- T Chamberlain — unknown

## Questions

### How does Masters Legacy Planning source its clients?

The firm relies on a direct intake form on its website to match prospective clients with a financial professional. There is no indication of institutional fundraising, intermediary relationships, or a dedicated business development team.

### Does Masters Legacy Planning disclose its assets under management?

No. Masters Legacy Planning has not published an AUM figure in any public filing or on its website. The firm’s size cannot be determined from available sources.

### What investment approach does Masters Legacy Planning use?

The firm’s materials describe portfolio management as part of a broader financial planning service, but no specific asset allocation, manager selection process, or performance benchmark is disclosed. The emphasis is on personal guidance, not a codified investment philosophy.

## Related profiles

- [Mastersfund](https://altss.com/profile/mastersfund)
- [Master's Wealth Management](https://altss.com/profile/master-s-wealth-management)

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Last updated: 2026-08-11T02:43:31.692Z

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