Legacy Estate Planning Group, Inc.

Overview

Legacy Estate Planning Group, Inc. is organized as a corporation under individual ownership and describes itself as a capital allocator and financial planning adviser. Its advisory remit centers on financial planning and the selection of other advisers, and it lists an insurance company affiliation. The firm charges fees on an hourly and fixed-fee basis (with other fee arrangements also noted) rather than operating solely on an asset-based fee model. Legacy Estate Planning Group, Inc. indicates it is not an active ESG investor, is not registered as a multi-state adviser, and is not a newly formed adviser or pension consultant.

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Investments & Alternatives

Location & Offices