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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-21-2022
- Office Locations
- 1
Office Locations
About Legacy Wealth Planning
Legacy Wealth Planning is a Bethalto, IL RIA offering fiduciary, flat-fee wealth planning and investment management. Its assessment-driven process targets retirement planning, tax strategies, and portfolio optimization, with additional support for estate, insurance, charitable, and business-succession planning. Notably, clients receive a signed fiduciary oath and no-commission, transparent pricing; custody includes Schwab and TD Ameritrade.
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Owner & Executives
Anthony John Erzen
Chief Compliance Officer, Financial Planner, Founder, Owner
- CRD
- #6287978
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,471,400 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,471,400 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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