← Tributary

MASTERS LEGACY PLANNING

LINWOOD, NJ · CRD 296314 · IAPD ↗ · masterslegacy.com · 609-601-0800

$248.1MRegulatory AUM
2Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
August 2025 — MASTERS LEGACY PLANNING changed its website from mlegacy.com to masterslegacy.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
March 2025 — MASTERS LEGACY PLANNING reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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