Legacy One Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 284863
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy One Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual advisor. The firm focuses on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model is flexible and includes asset-based fees, hourly charges, and fixed-fee engagements. In addition to advisory services, the firm conducts insurance brokerage and sells other financial products. Legacy One does not present itself as a capital allocator or multi-state advisory platform, and it does not list ESG investing as an active emphasis. The firm appears sized to deliver hands-on, relationship-driven advice rather than scaled institutional services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities50%
- Cash & Cash Equivalents15%
- State & Local Bonds12%
- US Government Bonds10%
- Investment Grade Corp Bonds10%
Contacts
1 of 1Robert Brafford
Principal & OwnerCRD 6003277
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations