Legacy Planning Advisors, LLC at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Arlington, Virginia |
|---|---|
| [email protected] | |
| Phone | (703) 298-9133 |
Questions about Legacy Planning Advisors, LLC
How is Legacy Planning Advisors, LLC paid?
Legacy Planning Advisors, LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Legacy Planning Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Legacy Planning Advisors, LLC.
Legacy Planning Advisors, LLC fees
Legacy Planning Advisors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 0 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 158700 |