Legacy Financial Advisors

Overview

Legacy Financial Advisors is an independent, privately held registered investment adviser organized as a limited liability company. The firm serves both individual and family clients as well as institutional accounts and acts as a capital allocator, sourcing and placing assets with third‑party managers. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Compensation mixes include percentage‑of‑AUM fees, hourly charges, and flat fees. Legacy does not identify as an active ESG investor and is not presented as a multi‑state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices