A complete list of active advisors currently associated with American Family Legacy Group

Warmer can help you find a great advisor at American Family Legacy Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at American Family Legacy Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.