Legacy Financial

Overview

Legacy Financial operates as a small, individually owned LLC that serves individual and family clients through a mix of advisory and brokerage activities. The firm provides financial planning and portfolio management for individuals and small businesses while maintaining a broker-dealer registration that enables its advisors to transact in broker-sold products. Its fee model combines a percentage-of-AUM charge with hourly billing for planning work. Legacy Financial does not identify as an active ESG investor, is not a multistate adviser, and does not position itself as a capital allocator to external managers.

Assets & Accounts

Investments & Alternatives