A complete list of active advisors currently associated with Legacy Advisory Network, LLC

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

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.

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