Samuel James Hutto
Investment adviser representative at Legacy Planning Advisors, LLC
19 yearsExperience
1 stateRegistered in
$234MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- The Strategic Financial Alliance. Inc.Apr 2026 to now
- Legacy Planning Advisors, LLC.Oct 2025 to now
- Ameriprise FinancialAug 2024 to Apr 2025
- Enterprise Innovation Institute At Georgia TechApr 2024 to Aug 2024
- Woodlands CampMay 2023 to Aug 2023
- Georgia College & State UniversityAug 2021 to May 2025
- Kona IceMay 2021 to Oct 2025
- Hebron Christian AcademyAug 2007 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
Legacy Planning Advisors, LLC
$234MAssets managed
265Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8178277
- Firm CRD
- 121289