Anthony Erzen
Legacy Wealth Planning · Bethalto, Illinois
Anthony Erzen is a fee-only financial advisor at Legacy Wealth Planning in Bethalto, Illinois. Anthony charges a flat fee or retainer (no asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Legacy Wealth Planning |
|---|---|
| Based in | Bethalto, Illinois |
| Fee model | Flat fee or retainer |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $34.3M across 197 accounts |
| SEC registration | Investment adviser representative in IL · CRD 6287978 |
| Exams passed | Series 63 (2017) · Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.legacywealthplanning.com |
How Anthony's firm compares
- Legacy Wealth Planning's average account is about $174,000, from its Form ADV (assets managed divided by 197 accounts).
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Questions about Anthony
Is Anthony Erzen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Legacy Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony charges a flat fee or retainer.
How much does Anthony charge?
According to Legacy Wealth Planning's website, checked October 30, 2026: no asset minimum.
Does Anthony work with clients virtually?
Yes. Legacy Wealth Planning says on its website that it works with clients remotely.
Where is Anthony Erzen based?
Anthony Erzen is based in Bethalto, Illinois.
What does Anthony specialize in?
Anthony's specialties include retirement planning, tax planning, estate & legacy planning and flat-fee planning.
Is Anthony Erzen registered with the SEC?
Yes. Anthony Erzen is registered as an investment adviser representative in IL (CRD 6287978), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Legacy Wealth Planning manage?
Legacy Wealth Planning reports $34.3M across 197 accounts in assets under management.
How do I contact Anthony Erzen?
Through Anthony's website, www.legacywealthplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Legacy Wealth Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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