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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LEGACY PLANNING ADVISORS, LLC

CRD 121289

SUWANEE, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:23c92971-2792-6119-b8cd-e6c49c252b6b

Data as of Feb 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 0
Observed: Dec 8, 2017 to Feb 3, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=4.0
Regulatory AUM: $234MItem 5.F on the latest filing (2026-02-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $234MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $46.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 755
Individual clients: 190
High net worth clients: 75
SEC number: 801-112270
CRD: 121289
Filings on the tape: 21
First filed: Dec 8, 2017
Latest filed: Feb 3, 2026
Organised: Limited Liability Company, GA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Derek H Bell	Certified Financial Planner	SUWANEE, GA	2	11	n/a	yes
ROBERT GERALD BLACK	n/a	SUWANEE, GA	1	33	2	yes
CHRISTOPHER WESTON CUSHMAN	Certified Financial Planner	SUWANEE, GA	1	20	2	yes
PETER LEWIS GECKELER	Certified Financial Planner	SUWANEE, GA	0	12	n/a	yes
Samuel James Hutto	n/a	Suwanee, GA	0	19	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CUSHMAN, CHRISTOPHER, WESTON	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	C	yes	05/2022	Jan 17, 2018	Mar 29, 2024
GECKELER, PETER, LEWIS	MANAGING MEMBER	C	yes	05/2022	Jan 17, 2018	Mar 29, 2024
HESTER HALL, JENNIFER	MANAGING MEMBER	B	yes	05/2022	Jan 17, 2018	Mar 29, 2024
BLACK, ROBERT, GERALD	MANAGER/FOUNDING MEMBER	B	no	05/2022	Dec 8, 2017	Mar 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 3, 2026	$234M	$0	8	8	0	n/a	n/a
2024	Mar 31, 2025	$192M	$0	4	4	0	n/a	n/a
2023	Mar 29, 2024	$175M	$0	3	3	0	n/a	n/a
2022	Mar 31, 2023	$149M	$0	3	3	0	n/a	n/a
2021	Mar 31, 2022	$153M	$0	5	3	0	n/a	n/a
2020	Mar 23, 2021	$133M	$0	7	3	0	n/a	n/a
2019	Mar 26, 2020	$116M	$0	7	3	0	n/a	n/a
2018	Feb 14, 2019	$104M	$0	7	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$234M	$192M	21.9%	$149M	16.2%	8	4	0	0

Relationships

Registered with (7)

← Samuel James HuttoAdvisorregistration: current employment
Jun 4, 2026 to presentfactForm ADV
← PETER LEWIS GECKELERAdvisorregistration: current employment
Jun 3, 2026 to presentfactForm ADV
← CHRISTOPHER WESTON CUSHMANAdvisorregistration: previous registration
Jun 24, 2014 to Dec 31, 2023factForm ADV
← ROBERT GERALD BLACKAdvisorregistration: previous registration
May 17, 2004 to Dec 31, 2023factForm ADV
← Derek H BellAdvisorregistration: current employment
Jun 10, 2024 to presentfactForm ADV
← EDWARD VERN KERNSAdvisorregistration: previous registration
Mar 21, 2011 to Apr 9, 2014factForm ADV
← SAM F. EVANSAdvisorregistration: previous registration
Aug 20, 2012 to Oct 28, 2013factForm ADV

Owns (1)

← BLACK, ROBERT, GERALDOwnerMANAGER/FOUNDING MEMBER, ownership code B, individual
Dec 8, 2017 to Mar 29, 2024factForm ADV

Controls (3)

← CUSHMAN, CHRISTOPHER, WESTONOwnerCHIEF COMPLIANCE OFFICER/MANAGING MEMBER, ownership code C, individual
Jan 17, 2018 to Mar 29, 2024factForm ADV
← HESTER HALL, JENNIFEROwnerMANAGING MEMBER, ownership code B, individual
Jan 17, 2018 to Mar 29, 2024factForm ADV
← GECKELER, PETER, LEWISOwnerMANAGING MEMBER, ownership code C, individual
Jan 17, 2018 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 31, 2022
Control person left
Calhoun Camille Black (Organizer) no longer on Schedule A of Legacy Planning Advisors, Llc (listed 2021-03-23, absent 2022-03-31)
Form ADVobserved 4 days ago
Occurred
Jan 17, 2018
Succession filed (Item 4)
Legacy Planning Group, Inc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Dec 8, 2017
First Form ADV filing
Legacy Planning Group, Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:23c92971-2792-6119-b8cd-e6c49c252b6b
First observed: Dec 8, 2017
Last observed: Feb 3, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LEGACY PLANNING ADVISORS, LLC

CRD 121289

SUWANEE, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:23c92971-2792-6119-b8cd-e6c49c252b6b

Data as of Feb 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:34 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Derek H Bell

Certified Financial Planner

SUWANEE, GA

n/a

yes

ROBERT GERALD BLACK

n/a

SUWANEE, GA

yes

CHRISTOPHER WESTON CUSHMAN

Certified Financial Planner

SUWANEE, GA

yes

PETER LEWIS GECKELER

Certified Financial Planner

SUWANEE, GA

n/a

yes

Samuel James Hutto

n/a

Suwanee, GA

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CUSHMAN, CHRISTOPHER, WESTON

CHIEF COMPLIANCE OFFICER/MANAGING MEMBER

yes

05/2022

Jan 17, 2018

Mar 29, 2024

GECKELER, PETER, LEWIS

MANAGING MEMBER

yes

05/2022

Jan 17, 2018

Mar 29, 2024

HESTER HALL, JENNIFER

MANAGING MEMBER

yes

05/2022

Jan 17, 2018

Mar 29, 2024

BLACK, ROBERT, GERALD

MANAGER/FOUNDING MEMBER

05/2022

Dec 8, 2017

Mar 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 3, 2026

$234M

n/a

2024

Mar 31, 2025

$192M

n/a

2023

Mar 29, 2024

$175M

n/a

2022

Mar 31, 2023

$149M

n/a

2021

Mar 31, 2022

$153M

n/a

2020

Mar 23, 2021

$133M

n/a

2019

Mar 26, 2020

$116M

n/a

2018

Feb 14, 2019

$104M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$234M

$192M

21.9%

$149M

16.2%