Family Legacy Advisors, LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 320754
- Website
- www.fla-kc.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Family Legacy Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual practitioner. The firm focuses on individual and family clients and provides financial planning services as a core advisory activity. Its fee schedule includes a percentage-of-AUM component along with other fee arrangements. Business activities list a law practice affiliation, indicating the advisory work may be tied to or offered alongside legal services. FINTRX flags the firm as not active in ESG investing, not a multi-state adviser, and not a pension consultant or capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Herman Joseph Esry
Managing Partner and Chief Compliance OfficerCRD 7326887
Contacts
3 of 3
Johnathan Brown
Financial PlanningCRD 8013124

Jeffrey Easterday
Managing PartnerCRD 4726115

Sarah Yao
Investment Adviser RepresentativeCRD 7589894
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 10740 Nall Ave
- Time zone
- CT (UTC-6)
- Office locations
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