LEGACY FINANCIAL ADVISORS

Overview

Legacy Financial Advisors operates as an independent, individually owned LLC serving both individual/family and institutional clients. The firm markets itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of external advisers. Its compensation model is flexible, combining a percentage-of-AUM fee with hourly charges and fixed-fee arrangements. Investment orientation skews toward equities — the ADV indicates a clear preference for equity exposure — and the adviser does not identify as an active ESG investor. Legacy Financial Advisors is not set up as a multi-state advisory platform and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices