# LEGACY PLANNING & ASSOCIATES, INC.

LEGACY PLANNING & ASSOCIATES, INC. of GRAND RAPIDS, MI is an SEC-registered investment adviser.

## Registration

- CRD: 156537
- Type: SEC-registered investment adviser
- SEC file number: 801-123248
- Location: 2851 CHARLEVOIX DR, SE, STE. 314, GRAND RAPIDS, MI, 49546
- Phone: 616-719-2930
- Latest filing: 2023-10-30
- Regulatory AUM: $112.3M
- Discretionary AUM: $95.5M
- Non-discretionary AUM: $16.8M
- Clients: 1
- Accounts: 132

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| WOOD REBECCA SUE | TRUSTEE | — |
| WOOD MARTHA LEE | OWNER; OWNER / CCO; PRESIDENT (+3 more) | — |
| Burgess Elizabeth Anne | IAR & SHAREHOLDER; SHAREHOLDER | — |
| COOK MICHAEL RANDOLPH | IAR & SHAREHOLDER; IAR, SHAREHOLDER & CCO; SHAREHOLDER | — |
| WOOD CAROL | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156537/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156537/similar
- Related entities: https://search.stillhousedata.com/firm/156537/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156537

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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.