$248.1M Total AUM
$248.1M Disc. AUM
6.5% 3Y CAGR
5 Employees
146 ADV. Clients
8 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2018
- Office Locations
- 1
Office Locations
650 NEW Road Suite B Linwood NJ
About Masters Legacy Planning
Masters Legacy Planning is a Linwood, NJ wealth management and planning firm providing guidance to individuals and families, including retirement, tax, estate/legacy and insurance planning alongside ongoing portfolio construction. The team commonly implements strategies with ETFs and mutual funds with an emphasis on asset allocation and risk management, and custody through Fidelity/NFS.
Team overview
59 AVG AGE
$124.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
8.1 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
T
TODD CHRISTOPHER CHAMBERLAIN
Founder, Managing Member
- CRD
- #2378880
- Ownership
- Less than 5%
Available
Available
Available
R
RACHEL EILEEN HOUSEL
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
JACOB R. MACK
--
- CRD
- #4354369
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $248,141,647 | $756,529 |
| Non-Discretionary | $0 | -- |
| Total | $248,141,647 | $756,529 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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