Fee-only adviser · Overland Park, KS
Legacy Wealth Planning, LLC
Legacy Wealth Planning, LLC is a fee-only investment adviser registered with the securities regulator of Kansas, with its main office in Overland Park, Kansas. On its latest Form ADV, filed September 15, 2026, it reports $11M in regulatory assets under management, 31 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Kansas |
|---|---|
| Firm CRD number | 152084 |
| Office | 5750 W. 95th Street Suite 128 Overland Park, KS 66207 |
| Phone | (913) 648-4657 |
| Website | www.lwp-kc.com |
| Regulatory assets under management | $11M |
| Individual clients | 21 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Other |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | September 15, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Overland Park
- Lexaurum Advisors $1.3B
- PCG Wealth Management $931M
- Caliber Wealth Management, LLC $1.8B
- S&A Financial Services, Inc. $392M
- Keen Wealth Advisors $1.2B
- Midwest Financial Group LLC $566M
See all 55 fee-only advisers in Overland Park →
Nearby
- Lenexa 2 firms
- Leawood 11 firms
- Prairie Village 2 firms
- Shawnee 3 firms
- Shawnee Mission 1 firm
- Olathe 1 firm
- Mission 4 firms
- Mission Woods 1 firm
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