# Personal Legacy Planners

Personal Legacy Planners is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** personallega cyplanners.com

## Regulatory record

- **CRD number:** 153996
- **SEC file number:** 801-76962
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153996

## About

PERSONAL LEGACY PLANNERS is an SEC-registered investment adviser in GRAND RAPIDS, MI. The firm has 4 employees and 4 investment advisers. It operates from a single location.

## Sectors

- Wealth Management
- Estate Planning
- Philanthropy

## Questions

### What services does Personal Legacy Planners provide?

The firm advises on estate planning, tax optimization, trust structuring, and philanthropic strategy. It does not offer direct investment management or trade execution.

### Does Personal Legacy Planners manage investments?

No. The firm functions in an advisory capacity only, referring clients to external advisors for portfolio management and asset allocation.

### Who are the principals at Personal Legacy Planners?

The firm has not publicly disclosed its principals or leadership team.

## Related profiles

- [Pelican Wealth Advisors, LLC](https://altss.com/profile/pelican-wealth-advisors-llc)
- [SECURAWEALTH](https://altss.com/profile/securawealth)

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Last updated: 2026-07-06T01:24:23.134Z

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