Legacy Planning Advisors provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Legacy Planning Advisors reports 265 clients. They include 190 individual clients and 75 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $234M across 755 accounts are not. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 24% |
| High-net-worth individuals | 28% | 76% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 190 | $55M | 23.5% | $289K |
| High-net-worth individuals | 75 | $179M | 76.5% | $2.39M |
| Total | 265 | $234M | 100% | $883K |
- Clients
- 190
- Regulatory AUM
- $55M
- AUM share
- 23.5%
- Avg. per client
- $289K
- Clients
- 75
- Regulatory AUM
- $179M
- AUM share
- 76.5%
- Avg. per client
- $2.39M
Total
- Clients
- 265
- Regulatory AUM
- $234M
- AUM share
- 100%
- Avg. per client
- $883K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Legacy Planning Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is charged $75 to $500 an hour, or as a flat fee from $500 to $250,000 depending on complexity.
- General consulting
- General consulting is charged $75 to $500 an hour for a review that does not include a full financial plan.
Christopher Cushman owns 25% to 50% of Legacy Planning Advisors. The leadership team of Legacy Planning Advisors includes Chief Compliance Officer Christopher Cushman. It has 8 employees.
Leadership
Christopher CushmanChief Compliance Officer/Managing Member
Derek BellManaging Member
Robert BlackManager/Founding Member
Amy FlynnManaging Member
Peter GeckelerManaging Member
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 8 in advisory functions
- 4 state-registered reps
- 4 broker-dealer reps
- 2 insurance agents
- Owns 25% to 50% of Legacy Planning Advisors, LLC
Christopher Cushman
Control person · since May 2022
- Owns 25% to 50% of Legacy Planning Advisors, LLC
Peter Geckeler
Control person · since May 2022
- Owns 10% to 25% of Legacy Planning Advisors, LLC
Robert Black
since May 2022
- Owns 5% to 10% of Legacy Planning Advisors, LLC
Derek Bell
Control person · since January 2026
- Owns 5% to 10% of Legacy Planning Advisors, LLC
Amy Flynn
Control person · since January 2026
Legacy Planning Advisors’ regulatory assets grew 1.8× from $133M (March 2021) to $234M (February 2026); clients rose from 186 to 265 and employees from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $234M | 265 | 8 | 1 |
| March 2025 | $192M | 239 | 4 | 1 |
| March 2024 | $175M | 229 | 3 | 1 |
| March 2023 | $149M | 230 | 3 | 1 |
| March 2022 | $153M | 222 | 5 | 1 |
| March 2021 | $133M | 186 | 7 | 1 |
Besides its headquarters, Legacy Planning Advisors has 0 offices, with 1 listed address in Georgia.
Georgia · 1 listed address
- 5400 Laurel Springs Parkway, Suite 101, SuwaneeHQ
Contact and registration details
- Legal name
- Legacy Planning Advisors, LLC
- Headquarters
- 5400 Laurel Springs Parkway, Suite 101, Suwanee, GA 30024
- Website
- legacyplanningadvisors.com
- Phone
- 770-919-2075
- SEC file
- 801-112270
- Founded
- 2018
- Structure
- Georgia LLC
- Fiscal year end
- December
Legacy Planning Advisors does not have custody of client assets.
At year end, Legacy Planning Advisors’ separately managed accounts were mostly in funds (81%) and stocks (16%).
What the accounts hold
- Stocks16%
- Funds81%
- Bonds1%
- Cash2%
How many clients does Legacy Planning Advisors have?
Legacy Planning Advisors has 265 clients and manages $234 million for them, as of February 2026. They include 190 individual clients and 75 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 February 2026
What services does Legacy Planning Advisors offer?
Legacy Planning Advisors provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How many financial advisors does Legacy Planning Advisors have?
Legacy Planning Advisors has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Legacy Planning Advisors invest in?
At the end of its last fiscal year, Legacy Planning Advisors’ separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 2% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Legacy Planning Advisors?
Legacy Planning Advisors’ direct owners are Robert Black, Christopher Cushman, Peter Geckeler, Derek Bell and Amy Flynn, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 3 February 2026
How does Legacy Planning Advisors get paid?
Legacy Planning Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Legacy Planning Advisors?
Legacy Planning Advisors’ main office is at 5400 Laurel Springs Parkway, Suite 101, Suwanee, GA 30024. Its phone number is 770-919-2075. Its website is legacyplanningadvisors.com.