Legacy Wealth Planning, LLC is a highly reputable investment advisory firm located in Reno, NV. With over 390 individual clients and more than $343,116,000 in assets under management, they have established themselves as trusted partners in wealth planning. With their main office in Reno, they offer comprehensive financial services to clients seeking expert guidance.
Legacy Wealth Planning, LLC specializes in managing assets on a discretionary basis. Their extensive experience in the field allows them to effectively handle a diverse range of investments, including employer 401Ks and individual portfolios. Their commitment to deliv...
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Assets Under Mgmt
$343.12M
Investment Professionals
7
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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