← Tributary

LEGACY PLANNING ADVISORS, LLC

SUWANEE, GA · CRD 121289 · IAPD ↗ · 770-919-2075

$234.0MRegulatory AUM
8Advisory reps
8Employees
5Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — LEGACY PLANNING ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
69
March 2026 — LEGACY PLANNING ADVISORS, LLC grew from 4 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
April 2025 — LEGACY PLANNING ADVISORS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.