Family Legacy Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Family Legacy serves individual and high‑net‑worth families, with a client base focused on households planning for and transitioning into retirement. The firm provides financial planning and discretionary investment management alongside licensed insurance and annuity sales, and it is affiliated with a separate tax‑preparation company.
The firm uses an active, model‑based investment approach driven by a proprietary risk‑tolerance system and an internal cross‑check; models vary by account size and can include ETFs, mutual funds, single‑name U.S. equities, managed‑outcome ETFs and options used primarily for risk mitigation. Family Legacy operates its services through a wrap‑fee program administered with a required custodian relationship and also offers discretionary oversight of held‑away retirement accounts via a technology provider.
Compared with many team practices, Family Legacy is notable for sponsoring its own wrap fee program and for selling insurance products as a licensed producer (including occasional recommendations of fixed annuities), which the firm discloses as creating potential conflicts of interest. The firm is family‑run with a small team managing roughly $174.5 million for about 315 clients, maintains an affiliated tax consultancy, and periodically conducts client events and workshops tied to referral networks such as the Dave Ramsey community.
Client services
Expertise
Demographic focus
Fee options
Fixed fee for financial planning, typical minimum $5,000, negotiable, one-time fee.
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.10% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001+: 0.70% annually
Commissions earned from insurance product sales; amounts vary and are customary in the insurance marketplace.
Minimum fee: Typical minimum charge of $5,000 for stand-alone financial planning. Fee-only: Investment management fees range from 0.7% to 1.25% annually, negotiable.
Main office
6501 Weston Pkwy, Suite #300
Cary NC 27513
Advisors at this office
5
Most active in
Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
Quick links
Advisors at this firm
Todd I
Series 66
Cary, NC
Family Legacy Financial Solutions, LLC
Todd Iglehart is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC, with 9 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors, Inc. and Mindlance prior to his current role. In addition to his advisory work, he is involved as an independent insurance agent selling health and life products and serves as CFO of an affiliated tax consultancy, Family Legacy Tax Solutions. Family Legacy Financial Solutions primarily serves families planning for and transitioning into retirement, providing financial planning, discretionary investment management, and insurance product recommendations. The firm integrates proprietary risk assessment tools with actively managed model portfolios and operates an affiliated tax-preparation business alongside its licensed insurance services.
Zackary B
Series 65, Series 63
Cary, NC
Family Legacy Financial Solutions, LLC
Zackary Budzik is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC, holding Series 65 and Series 63 licenses with one year of industry experience. Before joining Family Legacy, he was associated with Fidelity Investments and has experience working with the Carolina Mavericks Baseball Club. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on retirement planning and transitions. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, insurance, annuity sales, and affiliated tax-preparation services.
Michael L
CFA®, Series 63
Cary, NC
Family Legacy Financial Solutions, LLC
Michael Lewis is a CFA® charterholder with 27 years of industry experience. He is currently a financial advisor with Family Legacy Financial Solutions, LLC and has previously worked at Cambridge Investment Research Advisors and BNY Mellon Capital Markets. Lewis serves on the board of the American Red Cross of Eastern North Carolina. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on retirement planning and transitions. The firm offers financial planning, discretionary investment management, and licensed insurance sales, utilizing an active, model-based investment approach supported by proprietary risk-tolerance systems.
Avery K
Series 65
Cary, NC
Family Legacy Financial Solutions, LLC
Avery Knowles is an advisor at Family Legacy Financial Solutions, LLC with a Series 65 designation and one year of industry experience. Prior to joining Family Legacy, Avery worked at Modern Woodman and the Academic Achieve Center UNGC. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on households planning for and transitioning into retirement. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, and licensed insurance and annuity sales.
Joshua S
CFP®, Series 63, Series 65
Cary, NC
Family Legacy Financial Solutions, LLC
Joshua Stubbolo is a CFP® with 10 years of industry experience, currently serving as an advisor at Family Legacy Financial Solutions, LLC since 2021. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2021. Outside of his advisory role, he organizes a local networking group through Triangle Tech Net LLC and leads an affiliated tax consultancy, Family Legacy Tax Solutions, as CEO and managing partner. Family Legacy Financial Solutions primarily serves families planning for and transitioning into retirement, offering financial planning, discretionary investment management, and insurance product recommendations. The firm uses a combination of proprietary risk assessment tools and actively managed portfolios, and operates an affiliated tax-preparation business alongside its insurance services.
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")