Legacy Wealth Planning, LLC
Legacy Wealth Planning, LLC (CRD# 152084) is a financial advisory firm headquartered in Overland Park, KS. They manage $11,482,776 in 99 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Legacy Wealth Planning, LLC
By the Numbers
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Total Assets Under Management11MILLION
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Total Number of Accounts99ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, MO
Financial Advisors at Legacy Wealth Planning, LLC
1
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.
2
Dean Cherpitel (CRD# 1051004) is an Investment Advisor Representative working at Legacy Wealth Planning, LLC in Overland Park, KS and has over 41 years of experience in the finance industry.
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