Family Legacy Advisors, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
Overland Park, Kansas
CRD number
320754
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Other
Services
Financial Planning

Firm profile

FINTRX

Overview

Family Legacy Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual practitioner. The firm focuses on individual and family clients and provides financial planning services as a core advisory activity. Its fee schedule includes a percentage-of-AUM component along with other fee arrangements. Business activities list a law practice affiliation, indicating the advisory work may be tied to or offered alongside legal services. FINTRX flags the firm as not active in ESG investing, not a multi-state adviser, and not a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Herman Joseph Esry

    Herman Joseph Esry

    Managing Partner and Chief Compliance OfficerCRD 7326887

Contacts

3 of 3
  • Johnathan Brown

    Johnathan Brown

    Financial PlanningCRD 8013124

  • Jeffrey Easterday

    Jeffrey Easterday

    Managing PartnerCRD 4726115

  • Sarah Yao

    Sarah Yao

    Investment Adviser RepresentativeCRD 7589894

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth