Legacy Financial Group

Overview

Legacy Financial Group is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2014. The firm serves both individuals/families and institutional clients and functions as a capital allocator, combining fee-based portfolio management with financial planning and selection of outside managers. Its fee arrangements include asset-based fees, hourly charges and other billing structures. Legacy operates as a registered representative of a broker‑dealer and holds insurance brokerage affiliations; it also lists relationships with an accountant and an insurance company. Advisory capabilities emphasize planning and portfolio management for individuals and small businesses, plus selection of third‑party advisers and educational seminars. The firm does not identify as an ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives