RIA Intel›Advisers›Arizona›LEGACY PLANNING GROUP LLC

LEGACY PLANNING GROUP LLC

Advisory

AZ

Data as of Apr 6, 2026 · Source: SEC Form ADV

Average account

$25K

across 111 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, TX

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

33 clients

3 high-net-worth

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

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