Legacy Partners Financial Group, LLC

RIASEC Registered

Total AUM

$108M

Discretionary

$108M

100% of AUM

Avg account

$208K

Accounts

517

Employees

Advisory reps

Firm details

Headquarters: Woodstock, Georgia
CRD number: 137025
Registered since: September 29, 2026
Website: www.legacypartnersgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI93.53%
Individuals6.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Legacy Partners Financial Group, LLC is an independent registered investment adviser based in Georgia. The firm is SEC-registered (2026) and is organized as a limited liability company owned by an individual. Its core client focus is individuals and families, and it delivers financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm also operates as an insurance broker and market participant in other financial products, and charges clients either a percentage of assets under management or fixed fees.