LEGACY FINANCIAL SOLUTIONS, INC.

Overview

Legacy Financial Solutions, Inc. is an independent registered investment adviser that serves both individual and institutional clients, with an owner-operated structure. The firm mixes financial planning, portfolio management for individuals and small businesses, and adviser selection services with insurance brokerage capabilities. Legacy operates primarily under fee arrangements that include a percentage of assets under management, hourly charges and other fee types. It identifies as a capital allocator and reports that its advisory relationships are non-discretionary, meaning clients retain final trading authority. Investment activity centers on pooled public vehicles — mutual funds and similar public funds — for the bulk of portfolio exposure, while the firm also allocates to third-party alternative managers when appropriate. Legacy is not an active ESG investor and does not report multi-state advisory registration or pension consulting as part of its core services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices