Legacy Planning Advisors

What Legacy Planning Advisors does

Legacy Planning Advisors is a privately-held Registered Investment Advisor (RIA) founded in 1989 and headquartered in Suwanee, Georgia (Greater Atlanta area). The firm delivers comprehensive, values-driven financial planning to high-net-worth individuals and families with at least $1 million in investable assets, as well as to business owners and corporate executives navigating complex compensation, succession, and exit scenarios. Its core offering is a holistic financial planning platform covering investment management, tax planning, estate and legacy planning, retirement planning, philanthropic planning, and business exit planning, supplemented by specialized modules such as Strategic Debt Planning, Life Insurance Wealth Transfer, and Multi-Generational Education Funding. The firm differentiates through its proprietary 'Five Fs' framework (Finances, Facts, Feelings, Faith, Family) and 'Purposeful Planning' methodology, delivered by a small team that includes Certified Financial Planners and Certified Kingdom Advisors.

Under the hood, Legacy Planning Advisors runs on standard, non-proprietary financial planning and investment infrastructure — Mutual Funds, ETFs, select private investments, and the Envestnet client portal for account access and document management. The firm uses a 'Powered by Hughes Integrated' website platform. There are no proprietary algorithms, no disclosed AI/ML components, no patents, and no proprietary technology assets. Securities transactions are executed through an external broker-dealer relationship with The Strategic Financial Alliance (SFA), a FINRA/SIPC member.

Legacy Planning Advisors operates on a fee-based advisory model with recurring revenue from ongoing planning and investment management engagements, structured as multi-year relationships rather than transactional work. Its go-to-market is consultative and relationship-led, combining direct in-person and remote advisory consultations (Calendly-scheduled) with a formal CPA Partners referral program and client referrals. Marketing is content-driven through an educational blog, social media presence on Facebook and LinkedIn, free downloadable resources, and a public '5 Fs' quality-of-life assessment tool. The firm serves clients nationally across all 50 states from its single Suwanee office, with no disclosed M&A activity, external funding, or institutional ownership.

Name

Legacy Planning Advisors

Legal name

Legacy Planning Advisors

Website

https://legacyplanningadvisors.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

1–10 employees

Short description

Legacy Planning Advisors is a Suwanee, Georgia-based Registered Investment Advisor providing comprehensive financial planning, investment management, estate, tax, and business exit services. The firm serves high-net-worth individuals, business owners, corporate executives, and faith-aligned clients with at least $1 million in investable assets across all 50 states.

Ownership category

akta.pro rank

Product category

Financial Advisory and Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Retirement Income Planning & Decumulation Advisory (FSAEABAD)

Keywords

• Financial planning services
• Wealth management advisory
• Estate planning services
• Investment management advisory
• Retirement planning services

Headquarters

HQ city

Suwanee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Planning and Advisory Services: Fee-based or fee-only financial advisory services. The firm acts as a Registered Investment Advisor (RIA) providing personalized financial planning, investment management, and ongoing advisory relationships. Revenue is derived from advisory fees, likely AUM-based or flat-fee planning engagements.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Legacy Planning Advisors is a Registered Investment Advisor that delivers comprehensive financial planning and investment management services to high-net-worth individuals, families, business owners, and corporate executives. Core offerings include financial planning, investment management, estate planning, tax planning, business exit and succession planning, philanthropic planning, and retirement planning, coordinated through a faith-based, values-driven 'Purposeful Planning' approach and the proprietary 'Five Fs' framework. Services are provided on a fee-based/advisory model, typically to clients with at least $1 million in investable assets, through both in-person and remote consultations across the United States.

Product overview

Legacy Planning Advisors offers a comprehensive suite of financial planning services organized around a core financial planning platform supplemented by specialized advisory modules. The core offerings include Financial Planning, Investment Management, Business Exit Planning, Estate Planning, Tax Planning, Philanthropic Planning, and Retirement Planning. These core services are complemented by specialized modules including CPA Partner Services for accountant collaboration, Strategic Debt Planning for wealth optimization, Life Insurance Wealth Transfer strategies, Education Funding Planning across generations, and Business Succession Planning. The company uses a 'Five Fs' methodology (Finances, Facts, Feelings, Faith, Family) to deliver personalized, values-driven financial strategies through Certified Financial Planners and Certified Kingdom Advisors, serving clients with at least $1 million in investable assets.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning service for individuals and families that includes cash flow analysis, retirement planning, investment recommendations, insurance reviews, tax strategies, estate planning, and charitable giving, tailored to client goals and values.
• Investment Management Strategic investment management service for clients using Mutual Funds, ETFs, and select private investments, aligned with client values and risk tolerance, focused on tax-efficient growth and legacy-focused wealth stewardship.
• Business Exit Planning Business transition and exit planning service for business owners that includes succession planning, business sale structuring, legal considerations, contingency planning, and timeline management.
• Estate Planning Estate and legacy planning service for individuals and families that includes estate flow diagrams, tax considerations, heir education, generosity opportunities, and simplified financial pictures for wealth transfer.
• Tax Planning Tax planning service for clients that explores current tax situations and future implications, including strategies for tax-efficient wealth growth and tax liability minimization.
• Philanthropic Planning Strategic charitable giving planning service for clients that includes Donor-Advised Funds, charitable trusts, and approaches to maximize generosity while providing tax benefits.
• Retirement Planning Comprehensive retirement planning service for high-net-worth retirees that addresses multiple retirement accounts, scattered assets, real estate holdings, and income distribution strategies.
• CPA Partner Services Collaboration services for CPA partners including tax optimization, retirement income strategies, investment alignment, estate planning coordination, real estate advisory, and business owner advisory for shared clients.
• Strategic Debt Planning Wealth strategy service that utilizes leverage for liquidity, tax efficiency, and philanthropic impact, including life insurance loans, intra-family loans, and buy-borrow-die strategies.
• Life Insurance Wealth Transfer Estate planning service using life insurance policies including Irrevocable Life Insurance Trusts (ILITs) and Private Placement Life Insurance (PPLI) for tax-efficient wealth transfer.
• Education Funding Planning Multi-generational education funding planning service that includes 529 plans, Roth IRAs, family trusts, charitable giving for education, and dynasty trusts.
• Business Succession Planning Business succession planning service for business owners that addresses long-term goals, successor identification, valuation, tax implications, legal frameworks, and stakeholder communication.

Named customers9 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Three partnerships are on record, tiered core and major.

• The Strategic Financial Alliance, Inc. (SFA)coreChannel Partner/ Reseller/ DistributorSecurities offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC, which is unaffiliated with Legacy Planning Advisors. SFA is the broker-dealer through which securities transactions are processed.
• CPA PartnerscoreStrategic or Co-development PartnerFormal partnership program for certified public accountants to collaborate on client financial planning. CPAs refer clients to Legacy Planning Advisors and receive coordinated planning support, expanding their advisory capacity without increasing their time burden. Services include tax optimization, retirement planning, estate planning, and investment management for shared clients.
• Estate Planning AttorneysmajorStrategic or Co-development PartnerCoordination with clients' existing estate planning attorneys to formalize financial plans into legal documents. Legacy Planning provides recommendations on estate flow, trust structures, and wealth transfer strategies that attorneys then formalize.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Creative Planning: One of the largest independent RIAs offering comprehensive financial planning, investment management, tax, and estate services to HNW clients. Comparable in service breadth and HNW focus, though vastly larger in scale with proprietary technology infrastructure.
• Carson Group: Wealth management firm and RIA platform providing financial planning, investment, and business coaching to advisors and their HNW clients. Comparable planning-led philosophy though operating at much greater scale with technology-enabled delivery.
• Mariner Wealth Advisors: Large RIA offering comprehensive financial planning, estate, tax, and investment management to HNW clients and business owners. Overlaps significantly with Legacy Planning's service suite, particularly around business exit and succession planning.
• Edelman Financial Engines: Large independent RIA serving HNW clients with comprehensive financial planning, investment management, and estate services. Operates at much greater scale but shares the planning-led, fee-based RIA model.
• Brown Brothers Harriman Wealth Management: Private banking and wealth management firm offering investment management, estate planning, and trust services to HNW families and foundations. Comparable in fiduciary HNW and multi-generational wealth planning focus, though much larger and more institutional.

Others

• Focus Financial Partners: RIA partnership platform acquiring founder-led wealth management firms. Relevant as a potential strategic acquirer or capital partner for Legacy Planning Advisors given the firm's profile as a small, founder-owned RIA.
• Sanctuary Wealth: Wealth management platform partnering with HNW-focused advisors transitioning from wirehouses or broker-dealers. Comparable as an alternative partnership/exit pathway for Legacy Planning given its broker-dealer relationship structure.

Direct peers

• CAPTRUST: Independent RIA providing investment advisory, financial planning, and retirement plan services to HNW individuals, families, and institutions. Comparable planning-led model with similar HNW and business-owner client overlap.
• Buckingham Strategic Wealth: Planning-led RIA focused on evidence-based investment management, tax planning, and estate strategy for HNW households. Direct competitor in the comprehensive planning model serving similar client profiles.
• Ronald Blue Trust: Faith-based RIA serving HNW individuals and families with comprehensive financial, estate, and investment planning. Highly comparable to Legacy Planning Advisors given shared Kingdom Advisors positioning, values-driven framework, and HNW focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/LegacyPlanningAdvisorsLLC
• LinkedInlinkedin.com/company/legacy-planning-group-inc---atlanta

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Legacy Planning Advisors