MASTERS LEGACY PLANNING

Overview

Masters Legacy Planning is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual, family and some institutional clients. The firm combines financial planning with discretionary portfolio management and selection of outside advisers, which positions it to construct mixed solutions rather than purely plug-in model portfolios. Fee arrangements include a percentage of AUM, fixed fees and other fee formats, and the firm maintains an insurance-company affiliation that supports use of insurance-wrapped products where appropriate. Investment activity shows a clear preference for pooled public vehicles—mutual funds and ETFs—used as core building blocks, while selectively allocating to external alternative managers for real estate exposure. Holdings reported on the latest 13F indicate a roughly balanced split between ETFs and individual equities, with a single concentrated position in Berkshire Hathaway Inc. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices