Family Legacy Planning

RIASEC RegisteredEst. 2024

Total AUM

$169M

Discretionary

$166M

98% of AUM

Avg account

$202K

Accounts

836

Employees

Advisory reps

Firm details

Headquarters: Bentonville, Arkansas
CRD number: 294277
Registered since: July 29, 2024
Website: familylegacyplanning.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals55.45%
HNWI40.1%
Pension & Profit Sharing Plans4.13%
Corporations / Businesses0.32%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Family Legacy Planning is an independent RIA structured as an LLC and registered with the SEC in 2024. The firm acts as a capital allocator and serves both individual and family clients as well as institutional clients. Its compensation model includes asset-based fees, hourly charges, and fixed-fee engagements. Family Legacy Planning also operates as an insurance broker and offers a mix of advisory services: financial planning, portfolio management for individuals and small businesses, pension consulting support, manager selection, and educational seminars and workshops. The firm does not advertise an ESG-investing focus.