LEGACY FINANCIAL PLANNERS LLC

LEGACY FINANCIAL PLANNERS LLC of CARMEL, IN is an SEC-registered investment adviser (CRD 122921).

Registration

• CRD: 122921
• Type: Registered investment adviser
• Location: 961 KEYSTONE WAY, CARMEL, IN, 46032
• Phone: 317-844-7606
• Latest filing: 2026-03-01
• Clients: 1

Business model

Compensation: Hourly, Other.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122921 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search