PERSONAL LEGACY PLANNERS

Overview

Personal Legacy Planners is organized as a limited liability company that provides financial planning and advisory services. The firm reports acting as a capital allocator and lists “selection of other advisers” among its advisory activities, indicating a model that places client assets with third‑party managers or external advisers rather than relying solely on in‑house portfolio management. It also publishes periodicals or newsletters as part of its client communications. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee options. The firm is affiliated with an insurance company and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices