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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-28-2025
- Office Locations
- 1
Office Locations
About Future Path Financial Planning
Legacy Growth Wealth Management is a fee-only planning firm serving young families and professionals, business owners, welders, and pre-retirees. Its flat-fee monthly membership delivers holistic planning across cash flow, tax, estate, insurance, retirement, education, and business needs, with quarterly check-ins and on-demand access. The firm also offers optional wrap-fee portfolio management (rebalancing, tax-loss harvesting) and primarily uses ETFs; clients aren’t required to transfer assets (custody via Altruist).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Joshua Scannell
Chief Compliance Officer, FOUNDER
- CRD
- #7875572
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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