Legacy Planning Advisors, LLC
● SEC registered since 2018CRD 121289SEC# 801-112270Suwanee, GA
Reg. AUM
$234M
Employees
8
Accounts
755
Location
Suwanee, GA
Legacy Planning Advisors, LLC assets under management
Legacy Planning Advisors, LLC is an investment advisory firm registered with the SEC based in Suwanee, GA. The firm has been registered since 2018. It reports $234 million in regulatory assets under management and employs 8 people.
Legacy Planning Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Jennifer Flynn Control | Managing Member | 5-10% | 2026 |
| Christopher Weston Cushman Control | Chief Compliance Officer/Managing Member | 25-50% | 2022 |
| Derek H Bell Control | Managing Member | 5-10% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Legacy Planning Advisors, LLC manage?
Legacy Planning Advisors, LLC reports $234 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Planning Advisors, LLC have?
Legacy Planning Advisors, LLC reports 8 employees.
Where is Legacy Planning Advisors, LLC located?
Legacy Planning Advisors, LLC is based in Suwanee, GA and has been SEC-registered since 2018.
Does Legacy Planning Advisors, LLC disclose fund performance?
Legacy Planning Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5400 Laurel Springs Parkway, Suite 101, Suwanee, GA 30024 |
| Phone | 770-919-2075 |
| Fax | 678-559-0469 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$234M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$234Mregulatory AUM
Discretionary $0Non-discretionary $234M