Overview
Assets Under Management: $116 million
High-Net-Worth Clients: 56
Average Client Assets: $1.3 million
Frequently Asked Questions
LEGACY FINANCIAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309156), LEGACY FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
LEGACY FINANCIAL ADVISORS serves 56 high-net-worth clients according to their SEC filing dated June 30, 2025. View client details ↓
According to their SEC Form ADV, LEGACY FINANCIAL ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
LEGACY FINANCIAL ADVISORS manages $116 million in client assets according to their SEC filing dated June 30, 2025.
According to their SEC Form ADV, LEGACY FINANCIAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.32%
Average Client Assets: $1.3 million
Total Client Accounts: 518
Discretionary Accounts: 239
Non-Discretionary Accounts: 279
Regulatory Filings
CRD Number: 309156
Filing ID: 1999928
Last Filing Date: 2025-06-30 09:10:00