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LEGACY PLANNING ADVISORS, LLC

C25
CRD 121289·SEC 801-112270·SUWANEE, GA
AUM
$234.0M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$702K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LEGACY PLANNING ADVISORS, LLC
CRD
121289
SEC file #
801-112270
EIN
—
DBA names
—

Economics

AUM
$234.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$104.5M → $234.0M▲ +124%
Client mix
Individuals Other190
Individuals High Net Worth75

Operations

Employees (total)
8
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
3 advisors → 8 advisors▲ +167%
Primary office
SUWANEE GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/03/2026
ADV-W filed at
—
Website
facebook.com/legacyplanningadvisorsllc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CUSHMAN, CHRISTOPHER, WESTON
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
CUSHMAN, CHRISTOPHER, WESTON
GECKELER, PETER, LEWIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5092370
Trust Company Affiliate
No

People (5)

5
CUSHMAN, CHRISTOPHER, WESTON
IAR · Direct Owner · 37.5%
5092370
GECKELER, PETER, LEWIS
Direct Owner · 37.5%
6294851
BLACK, ROBERT, GERALD
IAR · Direct Owner · 17.5%
2259459
Bell, Derek, H
IAR · Direct Owner · 7.5%
7324446
FLYNN, AMY, JENNIFER
Direct Owner · 7.5%
7118920