Legacy Retirement Advisors

Overview

Legacy Retirement Advisors is an independent, individually owned registered investment adviser that provides financial planning and portfolio management primarily to individuals and families, including small-business owners. Its fee model includes both a percentage-of-AUM component and fixed fees. The firm lists its core advisory activities as financial planning services and portfolio management for individuals and small businesses. It does not identify as an active ESG investor, does not operate as a capital allocator, and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives