Legacy Finance Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 339526
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Legacy Finance Group LLC is a small, owner-operated registered adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm also provides selection-of-other-advisers services and runs educational seminars and workshops, signaling an advisory model that combines direct portfolio oversight with outsourced manager selection when needed. Filings identify the firm as a capital allocator with a clear preference for public equities; it is not flagged as an active ESG investor and is classified as an unclassified, single-state operation under individual ownership. Fee arrangements are flexible: Legacy Finance Group LLC reports charging a percentage of AUM as well as offering hourly and fixed-fee engagements. That mix supports both ongoing discretionary portfolio management and project-based financial planning or consulting work.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities98%
- Non-Investment Grade Corp Bonds2%
Contacts
1 of 1David Raney
President, CCOCRD 8186619
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations