MRP Legacy Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 340364
- Registered since
- February 12, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.42%
- Individuals15.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
MRP Legacy Advisors, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm is owner-operated and reports SEC registration in 2026. It charges clients via a mix of asset-based fees, hourly billing, and fixed fees. MRP Legacy indicates an active ESG investing stance and does not position itself as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
- State & Local Bonds1%
Contacts
1 of 1Erin Martin
OwnerCRD 2763669
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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