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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-21-2018
- Office Locations
- 2
Office Locations
About Family Legacy Planning
Family Legacy Planning is an Arkansas-based advisory firm founded in 2004 focused on holistic financial planning and investment management, with an emphasis on legacy planning including trusts, probate/estate, and tax planning. The team supports disciplined, long-term market participation through asset allocation using ETFs and mutual funds. Custodied with Charles Schwab and Fidelity/NFS, serving primarily retail clients including entrepreneurs.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID CRAIG WELBORN
Chief Compliance Officer, Managing Member, President
- CRD
- #6643951
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
FREDERICK WILLIAM MILLER
Financial Professional
- CRD
- #6325001
BRIAN HURLEY PROSSER
--
- CRD
- #7361635
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,403,444 | $204,678 |
| Non-Discretionary | $2,739,032 | $119,088 |
| Total | $169,142,476 | $202,324 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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