A complete list of active advisors currently associated with Legacy Chief Financial Office, LLC
Warmer can help you find a great advisor at Legacy Chief Financial Office, LLC or one who fits your needs even better.
Legacy Chief Financial Office serves individual and high-net-worth clients as well as corporations, offering combined comprehensive financial planning alongside ongoing investment advisory services and standalone, project-based planning. The firm’s standard engagement blends a one-on-one planning relationship with continuous portfolio management and annual plan reviews. Portfolios are built primarily with passive, low‑turnover vehicles such as index mutual funds and exchange‑traded funds to emphasize diversification and tax efficiency, while client-specific investment policy statements guide asset allocation and trading. The brochure also notes the firm uses fundamental analysis as part of its investment process and manages the large majority of its assets on a discretionary basis. Noteworthy for a small, supported firm, Legacy Chief Financial Office recently transitioned from state to SEC registration and reports roughly $105 million in assets under management with most held in discretionary accounts. The firm’s principal holds a Texas CPA license and the firm maintains a formal succession agreement with another advisory firm to address potential disruptions in key-person coverage.
To learn more about the advisors currently working at Legacy Chief Financial Office, 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.
Name |
Location |
Years of experience |
|---|---|---|
Shenandoah, TX
| 9
|
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