Legacy Financial Advisors
Firm details
- Headquarters
- ,
- CRD number
- 309156
- Registered since
- July 30, 2025
- Website
- legacyfallc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals64.94%
- HNWI35.06%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Legacy Financial Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is owner-operated and focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection/oversight of external advisers. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Legacy Financial Advisors identifies itself as a capital allocator — using third-party managers for certain strategies — and notes an industry affiliation with an insurance company. The firm does not present itself 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 Funds52%
- Exchange Traded Equities29%
- Cash & Cash Equivalents15%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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