RIA Intel›Advisers›Texas›LEGACY FINANCIAL PLANNING LLC

LEGACY FINANCIAL PLANNING LLC

Advisory

Data as of Feb 25, 2026 · Source: SEC Form ADV

Rank in TX

#2,095

of 2,813 advisers by AUM

Average account

$202K

across 111 accounts

AUM per adviser

$22M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$22M

Discretionary %

100%

Clients

47

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

47 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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DAVID PORTER HENNEKE

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-22.3% 1Y

SAN GABRIEL CAPITAL, LLC

CEDAR PARK, TX

$23M

CFS ADVISORS, LLC

ARLINGTON, TX

$23M

B2 INNOVATIONS LLC

$22M

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