Amy Flynn is a control person of Legacy Planning Advisors and directly owns between 5% and 10% of it. Amy Flynn holds a Bachelor's degree in Business Administration from the University of Florida.
Legacy Planning Advisors is an investment adviser based in Suwanee, GA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $234 million, as filed on 3 February 2026. Its fees, ownership and offices are on the firm’s profile.
Amy Flynn is Planning Associate of Legacy Planning Advisors, based in Suwanee, Georgia. Flynn's first job out of college was in portfolio management. After a professional break, Flynn rejoined the industry through financial planning.
- CRD
- 7118920
- Firm
- Legacy Planning Advisors · CRD 121289
- Role
- Managing Member
- In role since
- January 2026 · under a year
- Control person
- Yes
- Direct ownership
- 5% to 10%
- Firm headquarters
- Suwanee, GA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacyplanningadvisors.com
Where does Amy Flynn work?
Amy Flynn has been Managing Member of Legacy Planning Advisors, LLC since January 2026, and is a control person of the firm.
How can I verify Amy Flynn’s record?
Amy Flynn’s role is listed on Legacy Planning Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 121289.
