Family Legacy Planning fees and pricing
Financial planner in Bentonville, Arkansas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 20, 2026, Family Legacy Planning charges $200 an hour and a flat or project fee of $400-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“An hourly fee of $200 per hour is charged by FLP for financial consulting services under this arrangement.”
- Flat or project fee
- $400-$10,000
“The minimum fixed fee is $400, and the maximum fixed fee is no more than $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Family Legacy Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon completion and delivery of the financial plan, the fixed fee is considered earned by FLP and any unpaid amount is immediately due.”
- “The financial planning services terminate upon delivery of the written financial plan or upon either party providing the other party with written notice of termination.”
- “In the event that there is a remaining balance of any fees paid in advance after the deduction of fees from the final invoice, those remaining proceeds will be refunded by FLP to you.”
How Family Legacy Planning’s fees compare
- Its hourly rate of $200 is below the Arkansas median of $225. 26% of the 34 other Arkansas planners that publish an hourly rate charge less.
- 1 of the 4 other planners in Bentonville that publish an hourly rate charge less.
- Its flat or project fee of $400-$10,000 spans the Arkansas median of $3,600. 74% of the 23 other Arkansas planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in Bentonville that publish a flat or project fee charge less.
About Family Legacy Planning
“When providing financial planning and consulting services, the role of your investment adviser representative is to find ways to help you understand your overall financial situation and help you set financial objectives.”
- Firm size: 3 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.45% a year
- Clients
- 327
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $169,142,476
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 294277
- Phone
- (479) 273-3040
Can advise clients in 4 states: Arkansas, Louisiana, Missouri, Texas
Other planners in Bentonville that publish fees
- Do Wealth DifferentBentonville$200/hr, $4,500
- Lafargue Financial Group, Inc.Bentonville$100/hr, $500
- Pape FinancialBentonville$250/hr
- Portico Financial Group, LLCBentonville$150-$300/hr, $500
- Taurus Financial PlanningBentonville$3,520, $6,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.