LEGACY ADVISORY LIMITED COMPANY

RIASEC Registered

Total AUM

$102M

Discretionary

$90.1M

88% of AUM

Avg account

$228K

Accounts

447

Employees

Advisory reps

Firm details

Headquarters: OVERLAND PARK, Kansas
CRD number: 300802
Website: legacygroupks.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.3%
Individuals32.29%
Charitable Organizations0.42%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Legacy Advisory Limited Company is an independent, individual-owned RIA organized as an LLC that serves both individual/family and institutional clients. The firm combines traditional advisory work—financial planning and portfolio management for individuals, small businesses, and institutions—with insurance brokerage services. Its billing model includes fees based on a percentage of assets under management plus hourly and fixed-fee engagement options. Legacy is not identified as an active ESG investor, is not a multi-state adviser, and the firm does not act as a capital allocator; it appears to place client assets with external managers and product providers.