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Legacy Wealth Planning, LLC

Headquartered in OVERLAND PARK, KS

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Firm Information

Legacy Wealth Planning, LLC is a financial advisor with $10,085,892 in regulatory assets under management. They primarily serve high-net-worth individuals and individuals other than high-net-worth. Their services include financial planning and portfolio management for individuals.

Legacy Wealth Planning, LLC

$10.09M

Assets Under Management

25

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fees

Branch Locations (1)

LEGACY WEALTH PLANNING, LLC has a total of 1 branch locations across the country.
location

OVERLAND PARK, KS

Advisors at Legacy Wealth Planning, LLC

View All 2 Advisors
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Dean Wesley Cherpitel

CFC®, RA

OVERLAND PARK, KS

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Matthew Thomas Bray

RA

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Disclosures

There are no public disclosures for Legacy Wealth Planning, LLC.

Frequently Asked Questions (7)

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