Matthew Bray, financial advisor

Matthew Bray

CRD Number: 5725023
Current Firm: Legacy Wealth Planning, LLC
Compensation Model: Fee Only

Matthew Bray (CRD# 5725023) is the Director of Client Services and a financial advisor working at Legacy Wealth Planning, LLC in Overland Park, KS and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Wealth Planning, LLC Overland Park, KS Feb 2010 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2009
Contact Info for Matthew T. Bray
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $115,988
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO

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