NEW LEGACY FINANCIAL GROUP, LLC

RIASEC Registered

Total AUM

$62.5M

Discretionary

0% of AUM

Avg account

$240K

Accounts

260

Employees

Advisory reps

Firm details

Headquarters: SMITHVILLE, Ohio
CRD number: 151155
Website: newlegacyfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI69.53%
Individuals30.47%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

New Legacy Financial Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves mainly individual and family clients and offers fee arrangements that include a percentage-of-assets model along with hourly and other charge options. Core advisory services listed are financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as a capital allocator, is not flagged as an active ESG investor, and is not labeled as a multi‑state or newly formed adviser.