Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 8 financial advisers and 3 staff/assistants. We were established in March of 2006 with a managing group of 4 partners, all of whom are still active financial advisers in the firm. We are registered representatives with LPL Financial, regulated by the Financial Industry Regulatory Authority (FINRA) and intend to remain in this capacity. Since it’s necessary as registered representatives to use a broker dealer to facilitate our compliance and trading, we have chosen LPL Financial.
LPL is the nation’s largest independent broker-dealer*, a top RIA custodian, and a leading independent consultant to retirement plans. LPL is an enabling partner to more than 13,900 financial advisers and approximately 700 financial institutions, for a total of more than 17,000 financial professionals.
*As reported in Financial Planning Magazine, 1996-2018, based on total revenue.
Retirement Planning
Asset Management
Education Planning