FAMILY LEGACY ADVISORS, LLC
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 320754
- Website
- www.fla-kc.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Family Legacy Advisors, LLC is an independent, individual-owned registered investment adviser that focuses on serving individual and family clients. The firm blends financial planning services with investment advisory work and operates under a fee structure that includes a percentage of assets under management plus other fee arrangements. The company is also identified with business activity as a law firm, suggesting either an affiliation with legal services or a practice that supports attorneys and their clients alongside investment advice. Family Legacy Advisors is not positioned as a multi-state adviser, capital allocator, or active ESG investor.
Assets & Accounts
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
Owners & executives
1 of 1Herman Joseph Esry
Managing Partner and Chief Compliance OfficerCRD 7326887
Contacts
3 of 3Johnathan Brown
Financial PlanningCRD 8013124
JEFFREY EASTERDAY
Managing PartnerCRD 4726115
Sarah Yao
Investment Adviser RepresentativeCRD 7589894
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 10740 Nall Ave
- Time zone
- CT (UTC-6)
- Office locations
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