Wealth manager, independent · Suwanee, GA
Legacy Planning Advisors, LLC
SEC-registered investment adviser · CRD 121289 · SEC 801-112270
At a glance
Legacy Planning Advisors, LLC is an SEC-registered investment adviser based in Suwanee, Georgia, with $234 million in regulatory assets under management as of its Form ADV filed February 3, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 265 individual clients. By Form ADV it is a wealth manager, ranked 5,242nd of 8,915 wealth managers and 11,429th of 17,210 SEC-registered advisers by assets.
Main office 770-919-2075legacyplanningadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $234M
- Rank among wealth managers
- #5,242 of 8,915
- Rank among all SEC RIAs
- #11,429 of 17,210
- Rank in Georgia
- #228 of 331
- Individual clients
- 265
- High-net-worth clients
- 75
- Accounts
- 755
- Discretionary
- 0% of AUM
- Employees
- 8
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Robert G. BlackManager/founding Member
- Christopher W. CushmanChief Compliance Officer/managing Member
- Peter L. GeckelerManaging Member
- Derek H BellManaging Member
- Amy J. FlynnManaging Member
Custody and brokerage
Custodian
Legacy Planning Advisors, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Legacy Planning Advisors, LLC is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 75 | $179M | 76% |
| Individuals | 190 | $55M | 24% |
Disciplinary disclosures
Legacy Planning Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗legacyplanningadvisors.com ↗
AtlasMembers
The full record on Legacy Planning Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 6,257 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Legacy Planning Advisors, LLC manage?
Legacy Planning Advisors, LLC reports $234 million in regulatory assets under management across 755 accounts, on its Form ADV filed February 3, 2026.
What kind of firm is Legacy Planning Advisors, LLC?
Legacy Planning Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Legacy Planning Advisors, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($179 million, 75 clients); individuals ($55 million, 190 clients).
Does Legacy Planning Advisors, LLC have any disciplinary history?
Legacy Planning Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Legacy Planning Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →