A complete list of active advisors currently associated with Legacy Consulting Group
Warmer can help you find a great advisor at Legacy Consulting Group or one who fits your needs even better.
Legacy Consulting Group provides portfolio management, financial life planning, and special project consulting for individuals, trusts, estates, charitable organizations, and other business entities. The firm reports approximately $366.3 million in discretionary assets and $12.39 million in non‑discretionary assets as of December 31, 2025 and implements ongoing client relationships through discretionary and non‑discretionary mandates. Investment decisions are driven by a combination of quantitative research (including third‑party platforms such as YCharts), qualitative due diligence on managers, and a five‑level capital allocation framework that ranges from capital preservation to high growth. Portfolios are typically built from mutual funds, ETFs, and individual stocks, and may incorporate alternative or non‑correlated strategies; the firm emphasizes rebalancing and periodic reviews to align allocations with client objectives. Distinctive items disclosed in the brochure include an affiliation for some advisory agents with Perryman Securities, Inc., and insurance licenses, with related commissions and trail (12b‑1) arrangements noted as potential conflicts of interest. The firm also discloses an advertising arrangement with Wealthtender, receipt of various third‑party services and benefits from custodian Charles Schwab, use of complex products such as buffer ETFs, interval funds, and structured notes, and limited operational use of AI tools with client recordings subject to opt‑out.
To learn more about the advisors currently working at Legacy Consulting Group, 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 |
|---|---|---|
Plano, TX
| 20
| |
Maumelle, AR
| 3
| |
Plano, TX
| 30
| |
Plano, TX
| 38
|
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