A complete list of active advisors currently associated with Family Legacy Advisors, LLC
Warmer can help you find a great advisor at Family Legacy Advisors, LLC or one who fits your needs even better.
Family Legacy Advisors is a four-advisor firm that provides investment management and financial planning to individuals, charitable organizations, and business clients. The firm offers both discretionary and non‑discretionary portfolio management, prepares written Investment Policy Statements, and reports roughly $30.3 million in discretionary assets and about $1.3 million in non‑discretionary assets. The firm’s investment process is grounded in modern portfolio theory and combines model allocations with tailored Investment Policy Statements to document goals, risk tolerance and asset allocation, employing both long‑term and short‑term trading. Accounts are reviewed at least quarterly, and the firm requires clients to custody assets at Charles Schwab and Fidelity, citing access to institutional trading, research, and technology services. Distinctively, the firm’s principal owners are licensed attorneys and the brochure discloses that those outside legal activities — including an affiliation with a law firm — may create potential conflicts of interest that the firm says it manages and discloses. The firm also departs from many peers in several operational ways: it may direct clients to specific custodians, accepts fee‑sharing when selecting third‑party advisers (including a named third party), and does not aggregate trades across multiple client accounts.
To learn more about the advisors currently working at Family Legacy Advisors, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Overland Park, KS
| 1
| |
Overland Park, KS
| 10
| |
Overland Park, KS
| 4
| |
Overland Park, KS
| 3
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")