What departments does Legacy Planning, a HUB International Company have?

Legacy Planning, a HUB International Company has employees across 5 departments including Operations, Finance, Consultant, Education, Administrative.

What is the largest department at Legacy Planning, a HUB International Company?

The largest department at Legacy Planning, a HUB International Company is Administrative with 4 employees.

How has Legacy Planning, a HUB International Company's team size changed over time?

Legacy Planning, a HUB International Company's team has decreased from approximately 44 to 41 employees based on available data.

Legacy Planning, a HUB International Company Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Legacy Planning is an independent, fee-based financial planning firm that provides objective financial guidance to individuals and businesses. Its offerings cover planning, investment management, risk management and protection, debt and cash flow planning, estate and tax planning, and retirement plan services. As part of HUB International, the firm coordinates with LPL Financial for securities, Global Retirement Partners for advisory services, and HUB International for insurance offerings. Based in Horsham, Pennsylvania, Legacy Planning serves individuals, families, and business clients seeking structured financial approaches that balance opportunities with risk. In January 2025, HUB International completed its acquisition of Legacy Planning Partners, integrating the firm into its broader financial services network.

Legacy Planning, a HUB International Company Global Highlights

North America
65

United States Of America
65

Africa
2

South Africa
2

Legacy Planning, a HUB International Company's Leadership

A. B.
Vice President Finance & Operations
Mobile Phone
Email
D. H.
Partner
Mobile Phone
Email
D. H.
Partner
Mobile Phone
Email
D. D. D.
Managing Partner
Mobile Phone
Email
R. W.
Senior Partner
Mobile Phone
Email
A. G.
Director Of Operations
Mobile Phone
Email
J. A.
Investment Processing Manager Lehigh Valley
Mobile Phone
Email
K. H.
Operations Manager
Mobile Phone
Email

Legacy Planning, a HUB International Company Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Consultant
Other
Media & Communications

Contact profiles from Legacy Planning, a HUB International Company

Name

Title

Contact

Location

Last Update

D. H.
Partner
Mobile Phone
Email
Oct 16, 2024
D. H.
Partner
Mobile Phone
Email
Oct 17, 2024
D. D. D.
Managing Partner
Mobile Phone
Email
Nov 28, 2025
R. W.
Senior Partner
Mobile Phone
Email
Oct 22, 2024
A. B.
Vice President Finance & Operations
Mobile Phone
Email
Jan 23, 2025
A. G.
Director Of Operations
Mobile Phone
Email
Oct 16, 2024
J. A.
Investment Processing Manager Lehigh Valley
Mobile Phone
Email
Oct 22, 2024
K. H.
Operations Manager
Mobile Phone
Email
Oct 22, 2024
C. M. G.
Senior Advisor, Associate Partner
Mobile Phone
Email
May 08, 2026
D. G.
Supervising Principal
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Legacy Planning, a HUB International Company known for?

Legacy Planning, a HUB International Company was founded in 1999 and operates in the Financial Services industry. You can contact Legacy Planning, a HUB International Company's main corporate office by phone at

+1-610-719-****

. Explore Legacy Planning, a HUB International Company's company overview page for more information.

What is Legacy Planning, a HUB International Company's most common email format?

Legacy Planning, a HUB International Company employees' email format typically follows the pattern of FLast@legacy-online.com. Trying to find reliable and up-to-date employee contact data? Find more Legacy Planning, a HUB International Company email formats with LeadIQ.

How many employees does Legacy Planning, a HUB International Company have currently?

Legacy Planning, a HUB International Company has approximately 35 employees as of August 2026. These team members are located across 2 continents, including North America and Africa.

Who are Legacy Planning, a HUB International Company's key employees and leadership?

As of August 2026, Legacy Planning, a HUB International Company's key employees include:

Vice President Finance & Operations: A. B.
Partner: D. H.
Partner: D. H.
Managing Partner: D. D. D.
Senior Partner: R. W.

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Legacy Planning, a HUB International Company Employee Directory

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