# PERSONAL LEGACY PLANNERS

PERSONAL LEGACY PLANNERS of GRAND RAPIDS, MI is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 153996
- Type: SEC-registered investment adviser
- SEC file number: 801-76962
- Location: 961 FOUR MILE ROAD NW, GRAND RAPIDS, MI, 49544-8252
- Phone: 866-921-3613
- Latest filing: 2026-05-26
- Clients: 4

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, Charities, Corporations

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| TUBBERGEN DENNIS CLARE | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/TRUSTEE OF THE TUBBERGEN 2009 IRREVOCABLE TRUST; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/TRUSTEE OF THE TUBBERGEN 2009 IRREVOCABLE TRUST (+3 more) | — |
| GEARHART FREDERICK WILLIAM | MEMBER/TRUSTEE OF THE GEARHART 2009 IRREVOCABLE TRUST; MEMBER/TRUSTEE OF THE GEARHART IRREVOCABLE TRUST 2009; TRUSTEE/INDIRECT OWNER | — |
| RINCONES LORI ANN | CHIEF COMPLIANCE OFFICER | — |
| MC MANUS-ZOERHOF VALERIE ELIZABETH | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153996/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153996/similar
- Related entities: https://search.stillhousedata.com/firm/153996/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153996

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.