Family Legacy Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Family Legacy Advisors provides ongoing portfolio management and related financial planning services to individuals, charitable organizations, and business entities, preparing an Investment Policy Statement for each client and offering both discretionary and non‑discretionary management. The firm also may refer clients to third‑party advisers or platforms as part of its service model.
The firm’s investment approach is grounded in modern portfolio theory and uses model allocations across mutual funds, ETFs, equities, fixed income, and real estate funds, employing both long‑term and short‑term trading based on client objectives and risk tolerance. The brochure notes the firm requires clients to custody accounts at specified custodians and discloses that it may receive research, services, and fee‑sharing from custodians and third‑party platforms.
Notably, two of the firm’s principals are licensed attorneys and may provide legal services outside the advisory business, a relationship the firm acknowledges can create conflicts of interest and which clients are not required to use. The firm also reported $0 of assets under management as of December 2025 despite serving over 100 clients and four advisors, and it discloses practices—such as requiring specific custodians and not aggregating block trades—that may distinguish its operational model from many peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.40% $0 - $500,000: 1.35% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.60% $10,000,001+: 0.45%
Fee-only: Portfolio management fees up to 1.40% annually; fee tiers as per advisory and third party fees combined
Main office
10740 Nall Ave, Suite 158
Overland Park KS 66211
Advisors at this office
4
Most active in
Kansas · Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Johnathan B
Series 65
Overland Park, KS
Family Legacy Advisors, LLC
Johnathan Brown is a financial advisor at Family Legacy Advisors, LLC with one year of industry experience. He holds a Series 65 credential and also practices as an Estate Planning Attorney at Parman and Easterday, focusing on wills, trusts, and estate administration. Prior to his current roles, he worked at JPMorgan Chase, Stonex Inc., and Synchrony Financial, among others. Family Legacy Advisors provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm follows a modern portfolio theory-based investment approach and offers both discretionary and non-discretionary management, often utilizing model allocations across a range of asset classes.
Sarah Y
Series 65
Overland Park, KS
Family Legacy Advisors, LLC
Sarah Yao is a financial advisor at Family Legacy Advisors, LLC, holding a Series 65 credential with four years of industry experience. She has worked at Family Legacy Advisors since 2022 and previously at Parman & Easterday starting in 2019. She also assists an estate planning law firm with marketing, event planning, and paralegal tasks. Family Legacy Advisors provides portfolio management and financial planning services to individuals, charitable organizations, and business entities, utilizing a modern portfolio theory approach with model allocations across various asset classes.
Jeffrey E
Series 66, Series 65
Overland Park, KS
Family Legacy Advisors, LLC
Jeffrey Easterday is a financial advisor at Family Legacy Advisors, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and is also a partner at the law firm of Parman & Easterday. His prior roles include positions at Epiphany Financial Coaching and Parman and Associates. Family Legacy Advisors provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm follows a modern portfolio theory approach using diversified asset allocations and offers both discretionary and non-discretionary management.
Herman Joseph E
Series 65
Overland Park, KS
Family Legacy Advisors, LLC
Herman Joseph Esry is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Family Legacy Advisors, LLC and has previously worked at Epiphany Financial Coaching, Parman and Associates, and Kozeny and McCubbin. Outside of advising, he co-owns Waypoint Coffee Co in Kansas City, KS, and practices law at a law firm. Family Legacy Advisors provides ongoing portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm follows a modern portfolio theory approach and uses model allocations across various asset classes, offering both discretionary and non-discretionary management.
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