Legacy Financial Advisors

Overview

Legacy Financial Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is owner-operated and focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection/oversight of external advisers. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Legacy Financial Advisors identifies itself as a capital allocator — using third-party managers for certain strategies — and notes an industry affiliation with an insurance company. The firm does not present itself as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives