Legacy Wealth Planning, LLC at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 2 employees and 31 individual clients, 10 of them high net worth.
- Its average account is about $182,000 (assets it manages divided by its 63 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | lwp-kc.com |
| [email protected] | |
| Phone | (913) 648-4657 |
Questions about Legacy Wealth Planning, LLC
How is Legacy Wealth Planning, LLC paid?
Legacy Wealth Planning, LLC's Form ADV says it is paid by: percentage of assets.
How many advisors does Legacy Wealth Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Legacy Wealth Planning, LLC.
What is the average account at Legacy Wealth Planning, LLC?
Legacy Wealth Planning, LLC's average account is about $182,000. That's the assets on its Form ADV divided by its 63 accounts.
Legacy Wealth Planning, LLC fees
Legacy Wealth Planning, 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 | Percentage of assets |
|---|---|
| Assets managed | $11 million |
| Individual clients | 21 |
| High-net-worth clients | 10 |
| Accounts managed | 63 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 15, 2026 |
| SEC record | CRD 152084 |