Legacy Planning Advisors is a wealth manager based in Suwanee, United States, founded in 2018. Verified contact details, AUM data, and investment preferences on FindLPs.
Legacy Planning Advisors helps individuals and business owners in Suwanee, GA with financial planning, investments, and legacy strategies tailored to your needs.
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.