Masters Legacy Planning

RIASEC Registered

Total AUM

$248M

Discretionary

$248M

100% of AUM

Avg account

$757K

Accounts

328

Employees

Advisory reps

Firm details

Headquarters: Linwood, New Jersey
CRD number: 296314
Registered since: July 25, 2018
Website: www.masterslegacy.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI79.86%
Individuals16.96%
Corporations / Businesses3%
Charitable Organizations0.18%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Masters Legacy Planning is a limited liability company operating as an independent registered investment adviser. The firm is SEC-registered (registered in 2018) and positions itself as a capital allocator for both individual and family clients as well as institutional relationships. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers — a setup that supports using external managers for portions of client portfolios. The firm charges a mix of percentage‑of‑AUM, fixed fees, and other fee arrangements. It reports an affiliation with an insurance company and does not identify as an active ESG investor, a multi‑state adviser, a pension consultant, or a related adviser.