American Family Legacy Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
American Family Legacy Group serves individual clients (including high‑net‑worth households), as well as corporations, trusts, estates and pension/profit‑sharing plans, managing roughly $44 million across about 112 client relationships and three advisors. The firm provides discretionary investment management on both wrap and non‑wrap fee bases, together with financial planning and consulting services and advice on private placements.
The firm applies a fundamentals‑based investment process with a tactical asset allocation overlay, employing mutual funds, ETFs, individual equities, municipal and corporate debt, and options strategies, and may allocate portions of portfolios to unaffiliated independent managers. It uses a third‑party sub‑advisor and asset management platform for portfolio implementation and billing, treats cash as an asset class, recommends custodians such as Charles Schwab or Interactive Brokers, and limits discretionary cryptocurrency exposure to exchange‑traded vehicles or separate managers (client authorization required).
Noteworthy features relative to peers include maintaining five offices (an uncommon footprint for supported firms) and sponsoring its own wrap fee program while also participating in unaffiliated wrap programs. The firm’s brochure also discloses past regulatory settlements with Florida and Oklahoma related to safekeeping and disclosure issues involving a now‑defunct private fund (settlements totaling $26,000 and $10,000), matters the firm reports as resolved and disclosed to prospective clients.
Client services
Expertise
Fee options
Flat one-time fees for financial planning services typically ranging from $250 to $25,000
$0 - $500,000: 2.50% $500,000 - $999,999: 1.95% $1,000,000 - $1,999,999: 1.75% $2,000,000 - $2,999,999: 1.65% $3,000,000+: 1.50%
Negotiable hourly fee up to $300 per hour for financial planning and consulting services
Fee-only: 0.50% to 1.50% annually on non-wrap fee basis, negotiable hourly rate up to $300/hour, flat fees ranging from $250 to $25,000 for financial planning/consulting
Main office
3030 N Rocky Point Dr W, Suite 150
Tampa FL 33607
Advisors at this office
3
Most active in
Florida · Oklahoma · Texas
Also doing business as
American Family Legacy Group · Russian Wealth Management And Investment Group · Russian Wealth Management And Investment Group, LLC · Russian, Freddy Antonio · Rwm & Investment Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Wayne F
Series 63, Series 65, Series 66
Tampa, FL
American Family Legacy Group
Wayne Fernow is a financial advisor with American Family Legacy Group in Oklahoma City, OK, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at American Private Equity, LLC and Aflg Insurance prior to his current role, which he has held since 2012. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services for individuals, trusts, businesses, and pension or profit-sharing plans. The firm manages approximately $38 million in discretionary assets, serves fewer than 100 clients, and operates five offices with three advisors.
Thomas K
CFP®, ChFC®, Series 66
Tampa, FL
American Family Legacy Group
Thomas Knightly is a financial advisor at American Family Legacy Group in Clearwater, FL, holding CFP® and ChFC® designations along with a Series 66 license. He has 38 years of industry experience and has been with American Family Legacy Group since 2013. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services to individuals, trusts, businesses, and pension or profit-sharing plans. The firm manages approximately $38 million in discretionary assets, serving under 100 clients through three advisors across five offices, and employs a combination of fundamental analysis and tactical asset allocation in its investment approach.
Neil S
Series 65
Tampa, FL
American Family Legacy Group
Neil Scott is a financial advisor at American Family Legacy Group with five years of industry experience. He holds a Series 65 designation and has prior work experience at Verizon/GTE Data Services and Lions and Tigers Software, LLC. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services to individuals, trusts, businesses, and pension or profit-sharing plans. The firm uses a combination of fundamental analysis and tactical asset allocation across various investment vehicles and operates multiple offices while managing roughly $38 million in discretionary assets.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")