Legacy Financial Advisors

Overview

Legacy Financial Advisors operates as an independent, individually owned RIA structured as an LLC that provides financial planning, portfolio management for individuals and small businesses, and selection of external advisers. The firm markets itself to both individual/family and institutional clients and functions as a capital allocator — placing client capital with third‑party managers in addition to managing portfolios directly. Its billing mixes a percentage-of-AUM fee with hourly and fixed-fee arrangements. Legacy does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives