Legacy Financial Strategies, LLC

Overview

Legacy Financial Strategies, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (initial registration 2016) and serves both individual and family clients as well as institutional relationships. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting; the firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm is not structured as a dedicated capital allocator, and it does not list ESG investing as an active focus. Its model appears oriented toward serving affluent households and smaller institutions with fee-based planning and discretionary portfolio management complemented by access to third-party alternative strategies when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives