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Legacy Planning Advisors, LLC

Legacy Planning Advisors, LLC. CRD 121289

L

CRD: 121289

Legacy Planning Advisors, LLC

Suwanee, GA, 30024
7709192075
www.legacyplanningadvisors.com
$234.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
8 Employees
270 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
Bridge
Established Date
12-31-2003
Office Locations
1

Office Locations

5400 Laurel Springs Parkway Suite 101 Suwanee GA

About Legacy Planning Advisors, LLC

Legacy Planning Advisors is a Suwanee, GA wealth planning firm serving clients nationwide. Its CFP professionals and Certified Kingdom Advisors provide values-driven, multi-generational planning for business owners, executives, retirees, and families navigating major life transitions—often with $1M+ investable assets—covering retirement, insurance, and estate/legacy needs. Investment implementation centers on diversified portfolios using public funds and ETFs, and the firm operates on Envestnet.

Team overview

-- AVG AGE
$29.3M AVG AUM / ADVISOR
$866.7K AVG AUM / CLIENT
1.9 yrs AVG TENURE
8 Employees
8 Advisory Reps
4 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Insight ember Optima Delta Ember Zenith Focus frontier Element

Client Personas

Pioneer radial Momentum

Custodian

Meridian Prime alpha Quantum foundation Vital ember Matrix Meridian

Investment Themes

Prime pathway Zenith timber

Investment Vehicles

Timber element Glacier

Platform

Glacier radial

Services

Crest alpha Ember Unison Optima zenith Frontier zenith Value Momentum zenith Zenith catalyst Radial catalyst Insight Atlas Pioneer capital Meridian Crest Insight

Technology

Crest catalyst

Owner & Executives

C

CHRISTOPHER WESTON CUSHMAN

Advisor, Chief Compliance Officer, Managing Member

CRD
#5092370
Ownership
25% but less than 50%
(246) 697-9251
vertex.vital@vertexcapital.com
in linkedin.com/in/oak-zenith
P

PETER LEWIS GECKELER

Financial Advisor, General Partner, Managing Member

CRD
#6294851
Ownership
25% but less than 50%
(802) 904-6040
fusion.zenith@beaconcapital.com
in linkedin.com/in/crest-summit
S

Signal unison

Insight beacon

CRD
#79477
Ownership
19.9%
(224) 677-6489
wave.bridge@catalystcapital.com
in linkedin.com/in/legacy-quantum

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-31-2023
03-29-2024
03-31-2025
02-03-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $234,000,000 $309,934
Total $234,000,000 $309,934

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Separately Managed Accounts

Total SMA Asset: $234,000,000

$234.0M Total SMA
Public Funds:
10.9%
Equity - Exchange:
10.6%
Cash:
33.1%
U.S. Government/Agency:
45.4%
Asset class Assets Assets %
Public Funds $450,412,063 10.9%
Equity - Exchange $438,015,400 10.6%
Cash $1,367,765,071 33.1%
U.S. Government/Agency $1,876,028,223 45.4%
Total $4,132,220,757 100.0%

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