Legacy Financial

Overview

Legacy Financial operates as a sole proprietorship that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm charges fees both as a percentage of assets under management and on an hourly basis. Regulatory metadata shows no standard adviser classification for the firm and its year of SEC registration is not indicated. Legacy Financial is not identified as a multi-state adviser, is not flagged as an active ESG investor, and is not listed as a pension consultant, related adviser, or capital allocator.

Assets & Accounts

Location & Offices