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

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

Legacy Advisory Services serves individuals — including both high‑net‑worth and non‑HNW clients — as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary investment supervisory and portfolio management services alongside financial planning, overseeing about $156.9 million across roughly 123 client relationships. The firm emphasizes a tactical allocation approach intended to reduce risk and aim for enhanced performance, combining technical and fundamental analysis and focusing on risk‑adjusted returns using measures such as alpha, beta, r‑squared, standard deviation, and the Sharpe ratio. Legacy invests across a broad set of instruments — including equities, fixed income, options, mutual funds and insurance‑based products such as variable life insurance and variable annuities — and generally manages accounts on a discretionary basis. Notably, Legacy’s advisory representatives are also registered broker‑dealer representatives and hold life and health insurance licenses, and the firm includes insurance‑based investments and annuities among its recommended instruments, an arrangement less common among similar supported firms. The firm also offers hourly financial planning engagements in addition to AUM‑based management and does not maintain physical custody of client assets, relying on qualified custodians with limited custody arising from fee debit and standing transfer authorizations.

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