RIA Intel›Advisers›Kansas›LEGACY WEALTH PLANNING, LLC

LEGACY WEALTH PLANNING, LLC

Advisory

OVERLAND PARK, KS

Data as of Apr 8, 2026 · Source: SEC Form ADV

Average account
$143K
across 76 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 8, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
25
Employees
2

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$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients25
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKS
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KS

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

RYAN SMITH FINANCIAL SERVICES INC.
$11M
NO COAST FINANCIAL GROUP, LLC
MANHATTAN, KS
$11M
WATCHMAKER ADVISORS, LLC
OVERLAND PARK, KS
$11M
-66.3% 1Y
STEWARDSHIP WEALTH MANAGEMENT, LLC
OVERLAND PARK, KS
$10M
SUNFLOWER ASSET MANAGEMENT INC.
LENEXA, KS
$11M
0.0% 1Y
FIRST AMERICAN FINANCIAL ADVISORS, INC.
OVERLAND PARK, KS
$11M

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