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The Legacy Planning Group LLC (Overland Park)


The Legacy Planning Group LLC is an internet adviser based in Overland Park. It manages $14 million of regulatory assets for 193 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Missouri.

The Legacy Planning Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Legacy Planning Group: assets under management

The assets under management (AUM) of The Legacy Planning Group LLC is $14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $72.54 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Legacy Planning Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Thomas Alan Bray C corporation 1 Sep 1996 25% - 50% 29414
Dean Wesley Cherpitel C corporation 1 Sep 1996 Other 1051004
Richard Tucker Boeshaar C corporation 1 Sep 1996 Other 4601598
Michael Davisson Collins C corporation 1 Sep 1996 Other 4601600

Based in Overland Park

The principal office where The Legacy Planning Group LLC performs its advisory services is located at 10901 South Lowell Avenue, Overland Park, KS 66210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-338-4530 or by fax 913-338-4424. The normal business hours are 8:30am-5:00pm on Monday - Friday.


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