Legacy Advisory Network, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Advisory Network, LLC provides wealth management and financial planning services to individuals and high‑net‑worth clients, generally requiring a $500,000 account minimum (subject to waiver). The firm does not directly manage client assets; instead it refers clients to unaffiliated third‑party investment advisers (TPIAs) who implement and execute portfolios.
The firm’s process begins with a personalized financial plan that guides asset allocation and the selection of TPIAs, and Legacy conducts ongoing monitoring of those managers for performance, style drift, and alignment with client objectives. Legacy does not bill client accounts directly or report regulatory assets under management and does not charge a standalone percentage‑of‑AUM fee; it receives a negotiated portion of the advisory fees paid to recommended TPIAs.
Distinctive features in the firm’s disclosures include a 2015 regulatory fine involving a principal related to annuity paperwork and credential representations, and a recent (March 2026) amendment adding material disclosure about risks from the use of artificial‑intelligence tools. The firm’s principals are also licensed insurance agents who may earn commissions on insurance sales—a potential conflict the brochure discloses—and Legacy states it does not accept performance‑based fees or act as custodian for client assets.
Client services
Expertise
Fee options
Certain associated persons earn commissions for selling insurance products, separate from advisory fees.
Account minimum: $500,000
Main office
6315 Emerald Parkway
Dublin OH 43016
Advisors at this office
2
Most active in
Florida · North Carolina · Ohio · Texas
Also doing business as
Legacy Advisory Network, LLC · Legacy Retirement Group, LLC · Legacy Wealth Partners, LLC
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.
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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Lawyer
They provide legal services, typically billed separately.
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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
Quick links
Advisors at this firm
Gregory T
Series 65
Dublin, OH
Legacy Advisory Network, LLC
Gregory Taylor is a financial advisor at Legacy Advisory Network, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Claraphi Advisory Network, Central Ohio Retirement Institute, and Retirement Wealth Advisors. In addition to his advisory role, he is involved in insurance sales and life insurance annuities through Legacy Wealth Partners. Legacy Advisory Network provides wealth management and financial planning services primarily for individual and high-net-worth clients. The firm focuses on developing financial plans and investment recommendations, introducing clients to and monitoring third-party investment advisers rather than managing portfolios directly.
Brent R
Series 63, Series 65
Dublin, OH
Legacy Advisory Network, LLC
Brent Ries is a financial advisor with Legacy Advisory Network, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Legacy Advisory Network in 2022, he worked at Nationwide Investment Services Corporation for 11 years. He is also an independent insurance agent licensed in accident & health, life, and variable insurance. Legacy Advisory Network primarily provides wealth management and financial planning services to individual and high-net-worth clients. The firm focuses on developing financial plans and investment recommendations and introduces clients to unaffiliated third-party investment advisers, overseeing their selection and monitoring rather than managing portfolios directly.
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