| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Weston Cushman Control | Chief Compliance Officer/Managing Member | 25-50% | 2022 |
| Jennifer Hester Hall Control | Managing Member | 10-25% | 2022 |
| Peter Lewis Geckeler Control | Managing Member | 25-50% | 2022 |
Legacy Planning Advisors, LLC reports $192 million in regulatory assets under management on its Form ADV.
Legacy Planning Advisors, LLC reports 4 employees.
Legacy Planning Advisors, LLC is based in Suwanee, GA and has been SEC-registered since 2018.
Legacy Planning Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5400 Laurel Springs Parkway, Suite 101, Suwanee, GA 30024 |
| Phone | 770-919-2075 |
| Fax | 678-559-0469 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $192M |
| Total (RAUM) | $192M |