THE LEGACY FINANCIAL GROUP, INC.
Firm details
- Headquarters
- TULSA, Oklahoma
- CRD number
- 135059
- Registered since
- April 4, 2005
- Website
- legacyadvisor.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.04%
- Individuals10.53%
- Charitable Organizations0.28%
- Pension & Profit Sharing Plans0.13%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
The Legacy Financial Group, Inc. is an independent registered investment adviser formed in 2005 that serves individual and family clients. Its advisory model combines percentage-of-AUM and fixed-fee billing and includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm also operates as an insurance broker, which supplements its advisory offering with insurance-related solutions. The Legacy does not position itself as a dedicated capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities10%
- Cash & Cash Equivalents4%
- Private Funds3%
Contacts
3 of 9ZACHERY REARRICK
Financial PlannerCRD 7712830
Cooper Stevenson
Investment AnalystCRD 7934998
KEVIN KING
Founding PartnerCRD 4498340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$340M in ETFs
21%
$70.3M
79%
$269M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $40.4M | 363,360 | 11.90% |
Location
TULSA, OK
TULSA
Location
TULSA, OK
Headquartered in TULSA, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- TULSA
- Address
- 1425 E 41st Pl
- Time zone
- CT (UTC-6)
- Office locations
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