Legacy Financial Solutions, Inc.

Overview

Legacy Financial Solutions, Inc. is an independent, privately owned registered investment advisor that serves both individual/family and institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with a role as a capital allocator — selecting and allocating to third‑party managers on behalf of clients. It also operates as an insurance broker and reports an affiliation with an accountant. Legacy uses a mixed fee approach (including a percentage of assets under management and hourly charges) and does not identify itself as an active ESG investor or a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives