LEGACY FINANCIAL GROUP

Overview

Legacy Financial Group is an independent registered investment adviser that focuses on individualized planning and portfolio management for individuals and small businesses. The firm operates as a capital allocator, combining fee-based advisory services with selection of outside managers when a client’s needs call for specialist strategies. Its advisory model mixes percentage-of-AUM billing with hourly and fixed-fee engagements, which allows for both ongoing investment management relationships and project-based planning work. Investment activity is centered on public funds and mutual funds as core building blocks. The firm supplements those core allocations with third-party alternative managers when seeking diversification or non-correlated return streams. Legacy Financial Group does not identify itself as an active ESG investor, and its advisory activities emphasize financial planning, discretionary portfolio management and the selection and oversight of other advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices