← Tributary

FAMILY LEGACY PLANNING

BENTONVILLE, AR · CRD 294277 · IAPD ↗ · flpwealth.com · (479) 273-3040

$169.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — FAMILY LEGACY PLANNING notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2026 — FAMILY LEGACY PLANNING 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
95
August 2024 — FAMILY LEGACY PLANNING (BENTONVILLE, AR) is newly SEC-registered with $112.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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