MASTERS LEGACY PLANNING

Legal name: MLP3, LLC

CRD 296314File 801-113681

APPROVED

Retail clients

Custody

Filing as of Mar 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$248.1M

Below cohort median (national)

Discretionary AUM

$248.1M

Clients

146

328 accounts

Employees

Below cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jul 25, 2018
Principal office: 650 NEW ROAD, SUITE B, LINWOOD, NJ, 08221
Phone: 609-601-0800
Website: HTTP://www.MLegacy.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $248.1M
Discretionary AUM: $248.1M
Non-discretionary AUM: $0
Discretionary accounts: 328
Non-discretionary accounts: 0
Total accounts: 328
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$7.4M
Charitable organizations	Fewer than 5	$446K
High net worth individuals	47	$198.2M
Individuals (other than high net worth individuals)	92	$42.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — BILL PAYMENT SERVICE AND TAX SERVICE COORDINATION
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.