Family Legacy Planning

Overview

Family Legacy Planning is an SEC registered investment adviser based in Bentonville, AR, registered since 2018. It reports $169M in assets under management across 836 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$169M

Discretionary

98%

Accounts

836

Average account

$202K

Employees

3

Advisory reps

3

Registered since

2018

Jurisdictions

4

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

• David Craig Welborn Managing Member, Chief Compliance Officer CRD 6643951

Advisory reps 3 of 3

• Frederick William Miller Insurance Agent · Investment Adviser Rep CRD 6325001
• Brian Hurley Prosser Insurance Agent · Investment Adviser Rep CRD 7361635
• David Craig Welborn Insurance Agent · Investment Adviser Rep CRD 6643951

Location

Headquarters

1003 SE 14th St Ste 15
Bentonville, AR 72712

County

Benton

Metro area

Fayetteville-Springdale-Rogers, AR

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: flpwealth.com

Every state, with registration dates

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