Legacy Financial Designs
Firm details
- Headquarters
- Shenandoah, Texas
- CRD number
- 314338
- Website
- legacyfd.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals62.68%
- HNWI37.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy Financial Designs is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses. Compensation is a mix of asset-based fees and fixed fees. Legacy identifies as neither a capital allocator nor an active ESG investor and does not describe itself as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Public Funds/Mutual Funds6%
Contacts
2 of 2
Skyler Denny
FounderCRD 6737178
David Wanja
Director of Financial Planning, Financial AdvisorCRD 7228276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Shenandoah, TX
Montgomery
Location
Shenandoah, TX
Headquartered in Shenandoah, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 9002 Six Pines Dr
- Time zone
- CT (UTC-6)
- Office locations
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