Legacy Financial Strategies, LLC

RIASEC RegisteredEst. 2016
Total AUM
$952M
Discretionary
$795M
84% of AUM
Avg account
$456K
Accounts
2,090
Employees
16
Advisory reps
14

Firm details

Headquarters
Overland Park, Kansas
CRD number
283553
Registered since
July 1, 2016
Website
legacykc.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI67.08%
  • Pension & Profit Sharing Plans16.26%
  • Individuals14.28%
  • Corporations / Businesses1.47%
  • Charitable Organizations0.91%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Legacy Financial Strategies, LLC is an independent, SEC-registered RIA formed in 2016 and owned by an individual. The firm serves both individual/family and institutional clients and provides a mix of advisory services that include financial planning, portfolio management for individuals and small businesses, and pension consulting. Its pricing model combines percentage-of-AUM fees with hourly and fixed-fee engagements. Legacy does not identify as a capital allocator and is not active on ESG mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 74%, Exchange Traded Equities 19%, Cash & Cash Equivalents 6%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%, Other 1%74%
  • Public Funds/Mutual Funds74%
  • Exchange Traded Equities19%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

3 of 3
  • Bethany Boschert

    Bethany Boschert

    Chief Compliance Officer & Director of OperationsCRD 6765549

  • Michael Wren

    Michael Wren

    CEO & Managing PrincipalCRD 4417398

  • Christopher Proctor

    Christopher Proctor

    Principal and Chief Investment OfficerCRD 2985060

Contacts

3 of 11
  • Ellea Ediger

    Ellea Ediger

    Associate AdvisorCRD 7677130

  • Andrew Rogers

    Andrew Rogers

    Principal & Financial AdvisorCRD 6329698

  • Bryce Coy

    Bryce Coy

    Financial AdvisorCRD 7456379

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 71

Active vs passive

$511M in ETFs

Passive

78%

$400M

Active

21%

$111M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)SchwabPassiveLarge Growth$99.4M2,937,13219.43%
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Location

Primary office

Overland Park, KS

Johnson

Location

Overland Park, KS

Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Johnson
Address
5400 College Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth