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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 50 clients, or 50 clients per representative. That equates to $469.4K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 17, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Legacy Wealth Planning record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Legacy Wealth Planning has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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