Firm
Legacy Wealth Planning
Bethalto, Illinois
Fee-only
Legacy Wealth Planning at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 64 individual clients, 15 of them high net worth.
- Its average account is about $174,000 (assets it manages divided by its 197 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Bethalto, Illinois |
|---|---|
| Website | legacywealthplanning.com |
| Phone | (618) 444-1785 |
Legacy Wealth Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Flat fee |
In the firm's words
"We don't have any minimums." source
"We charge a transparent flat fee based on complexity." source
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 · Fixed fees |
|---|---|
| Assets managed | $34 million |
| Individual clients | 49 |
| High-net-worth clients | 15 |
| Accounts managed | 197 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | September 24, 2026 |
| SEC record | CRD 322883 |