A complete list of active advisors currently associated with Legacy Advisory Group, Inc.

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

Legacy Advisory Group serves individual investors, trusts, estates, and retirement accounts (including 401(k)s and IRAs), providing investment management, financial planning, consulting, and related services such as estate and tax planning. The firm also offers insurance products and fixed annuities through its licensed insurance activity and provides tax-preparation and accounting-related services through affiliated business lines. The firm offers both discretionary and non-discretionary portfolio management, constructs diversified portfolios using equities, fixed income, mutual funds and ETFs, and conducts written evaluations and periodic reviews for clients; it may also retain third‑party sub‑advisors and operates under fee‑sharing arrangements with those managers. In addition to traditional portfolios, the firm sponsors and advises pooled investment vehicles and private placements that invest in alternative assets, including merchant cash advance debt instruments, and those funds employ performance‑based compensation structures. What is most distinctive relative to similar small supported firms is the combination of private fund sponsorship and pooled‑vehicle management alongside ongoing insurance and accounting/tax affiliations, with principals receiving commissions and other compensation from those activities. The firm has also disclosed past state regulatory orders relating to compliance with adviser capital and reporting requirements, which are relevant considerations for prospective clients.

To learn more about the advisors currently working at Legacy Advisory Group, Inc., 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.