Legacy Advisory Limited Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$101,472,487
Clients
149
Advisors
2
of 3 employees
About
Legacy Advisory Limited Company provides discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth and non‑HNW individuals, and also serves institutional clients such as trusts, foundations and retirement plans. Its services cover continuous investment supervision for marketable securities as well as advice on fixed index annuities, direct investment entities and other illiquid assets.
The firm builds portfolios around an asset‑allocation framework with seven major asset classes and tailors allocations to each client’s goals and risk tolerance, using proprietary models and technology tools for analysis and trading. It manages accounts on a discretionary basis and may incorporate annuities or non‑liquid holdings into client strategies and asset calculations on a case‑by‑case basis.
Distinctive aspects include that the firm’s principal maintains an active law license and occasionally provides estate‑planning legal services to clients while implementing policies to limit overlap between legal and investment advice. The firm’s advisors also act as licensed insurance brokers and the firm manages certain direct investment entities in which family members hold interests—relationships and potential conflicts that the firm discloses and seeks to mitigate—and the firm assumed a substantial portion of assets from a predecessor advisory practice.
Client services
Occupation focus
Fee options
Financial planning fixed fees typically range from $750 to $10,000 depending on client circumstances.
$0 - $1,000,000: 1.35% to 0.81% $1,000,001 - $3,000,000: 1.10% to 0.66% $3,000,001 - $5,000,000: 0.80% to 0.48% $5,000,001+: 0.60% to 0.25%
Commissions received from sale of insurance products recommended to clients; disclosed in advance with client consent.
Hourly fees for financial planning typically $250 per hour depending on complexity.
Fee-only: Financial planning fees on fixed fee basis typically ranging from $750 to $10,000 depending on complexity; hourly fees typically $250 per hour.
Main office
10561 Barkley, Suite 610
Overland Park KS 66212
Advisors at this office
2
Most active in
Kansas · Missouri · 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.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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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
Jack K
Series 65
Overland Park, KS
Legacy Advisory Limited Company
Jack Kynion III is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Legacy Advisory Limited Company since 2019 and previously at Legacy Advisory Group LLC. In addition to his advisory role, he practices as an attorney providing legal services related to estate planning and manages direct investment entities separate from his investment activities. Legacy Advisory Limited Company offers discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as institutional clients such as trusts, foundations, and retirement plans. The firm uses an asset-allocation framework across seven major asset classes and manages accounts on a discretionary basis, incorporating various asset types including annuities and non-liquid holdings when appropriate.
Blake S
CFP®, Series 63, Series 65
Overland Park, KS
Legacy Advisory Limited Company
Blake Stanley is a CFP® with 13 years of industry experience, currently serving at Legacy Advisory Limited Company since 2019. He previously worked at Legacy Advisory Group, LLC and has been self-employed since 2009. In addition to his advisory role, he is involved with Legacy Practice Transitions, LLC, consulting on mergers and acquisitions of dental practices. Legacy Advisory Limited Company provides discretionary investment supervisory services and financial planning primarily for individual clients, including high-net-worth individuals, as well as corporate pension plans, foundations, trusts, and private businesses. The firm constructs portfolios based on asset allocation across major asset classes and utilizes proprietary models and tools to monitor accounts.
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