The Legacy Financial Group, Inc.
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 135059
- Registered since
- April 4, 2005
- Website
- legacyadvisor.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.04%
- Individuals10.53%
- Charitable Organizations0.28%
- Pension & Profit Sharing Plans0.13%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
The Legacy Financial Group, Inc. is an independent registered investment adviser that has been SEC-registered since 2005. The firm serves individual and family clients and combines financial planning with portfolio management for individuals and small businesses; pension consulting services are also listed among its advisory activities. In addition to advisory work, the firm operates as an insurance broker. Its fee schedules include percentage-of-AUM billing and fixed fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds83%
- Exchange Traded Equities10%
- Cash & Cash Equivalents4%
- Private Funds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$365M in ETFs
22%
$80.4M
78%
$285M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $54.8M | 427,847 | 15.00% |
Location
Tulsa, OK
Tulsa
Location
Tulsa, OK
Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- Tulsa
- Address
- 1425 E 41st Pl
- Time zone
- CT (UTC-6)
- Office locations
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