Legacy Wealth Planning
5750 W. 95th Street, Suite 128
Overland Park, KS 66207
Toll Free Number: (913) 648-4676
Phone Number: (913) 648-4657
Web Address: www.lwp-kc.com
Kansas City's Fee Only Financial Advisors
We have designed our firm based on a few unalterable cornerstones that make us different than other firms in the market place. They are:
1) To be the most transparent,
2) To operate as fee-only and remain independent,
3) To provide holistic wealth management services for clients,
4) To continue to evolve using the best investment management products and processes available, and
5) To offer the advantages of a smaller boutique firm.
The motivation behind these principles is that we want clients not customers. This involves a closer family-style personal relationship. We are interested in quality as opposed to quantity. We do not view our work as a competition for the highest number of clients, the largest quantity of financial plans completed each year or the most assets under management.
So, how do we apply this in practice?
First, we provide information detailing every cost to our clients, so there is complete transparency with no hidden expenses.
Second, since we are fee-only, there are no trailer commissions, referral fees or sales charges and we are independent so there is no parent organization with an investment banking function trying to influence our investment holdings.
Third, our job is to establish a planning process aimed at helping you make well-informed decisions. We have an open retainer for wealth management clients. So, this allows us to schedule meetings whenever the client has a question or needs help. Most client meetings require an hour, but we always schedule an hour and a half, and longer if requested.
Fourth, our investment committee is comprised of six individuals who total over 140 years of experience. They are heavily credentialed with two who are certified financial analysts. Our investment allocation models use primarily exchange traded funds, with some mutual funds, exchange traded notes, master limited partnerships and individual securities.
And fifth, as a boutique firm, we can provide coordinated wealth planning and investment management services for less cost to our target client than larger firms who use their name and huge advertising budgets to acquire new clients.
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Interview Q&A
How long have you been in business?
Legacy Wealth Planning has been in business since 2010 but the firm is a succesor to Legacy Planning Group, started in 1997.
What is your primary product or service?
Our primary service is Fee-Only comprehensive financial planning and investment management.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I graduated from Kansas University with a degree in accounting. Shortly after graduation, I realized that bookkeeping/accounting was not going to satisfy my need to work with people directly. I joined the Legacy Planning Group in 1997 as an assistant advisor and worked my way up the ranks, taking on supporting roles in both the operations and advisory side of the firm. In 2002 our firm founded National Advisors Trust Company, the first Federally chartered independent trust company owned by registered investment advisor firms. My current position as an advisor, Partner and Director of Client Services allows me to utilize the skills I have learned to deliver the highest quality services to our clients.
How do you differentiate yourself from other businesses in your category and area?
Our firm prides itself on being a Fee-Only financial planning firm providing comprehensive financial planning and investment management to families in the greater Kansas City area. We are the founding shareholder of National Advisors Trust Company, a Federal trust company created to lower the fees are clients pay and increase the level of service provided to our clients.
How many locations do you have and do you have plans to expand?
We have one location and although we plan on expanding, we will not have multiple offices in different locations due to compliance, supervisory and management issues.
Provide detailed directions to your location
Our offices are currently located at 95th Street and Nall. Our building is on the North West corner, immediately West of Pride Cleaners, the address is 5750 W.95th Street, Suite 128, Overland Park, KS 66207.
What type of payments do you accept?
Check, auto-debit, credit card (Visa, Mastercard, Discover)
Who owns your company or runs daily operations?
Dean Cherpitel and Matt Bray are the current owners/partners in Legacy Wealth Planning. We both are responsible for aspects of the firm's daily operations.
What are your hours of operation?
We are open Monday through Friday, from 9AM to 5PM.
What is the best compliment anyone can give you?
As comprehensive financial planners our job is to help clients plan for and meet their short-term and long-term goals. The best compliment I can get is to hear a client is pleased with our planning process and less worried about their fiscal lives after working with Legacy Wealth Planning.
What is your favorite quote or Bible verse?
"We can't solve problems by using the same kind of thinking we used when we created them." Albert Einstein
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