A complete list of active advisors currently associated with Legacy Financial Advisors Corporation

Warmer can help you find a great advisor at Legacy Financial Advisors Corporation or one who fits your needs even better.

Legacy Financial Advisors Corporation is a wealth-management firm founded in 1996 that provides portfolio and wealth management, selection of private money managers, and financial, retirement and estate planning to individuals, family trusts, and charitable organizations. As of December 31, 2025, the firm reported approximately $317,668,456 in assets under management across 948 accounts and is led by two principal owners who hold the CFP designation. The firm’s investment approach emphasizes strategic asset allocation and fundamental analysis, drawing on third‑party research sources such as Morningstar and the Schwab institutional platform, and most client assets are managed on a discretionary basis. Legacy routinely works with Private Money Managers and may implement strategies that include margin/borrowing, futures, and options; accounts are monitored at least quarterly. Notable disclosures in the brochure that differ from many peers include that certain advisors maintain licenses to sell life and long‑term care insurance and may receive commissions or trailing commissions on insurance products, a potential conflict the firm acknowledges and mitigates through fiduciary duties and disclosure. The firm also highlights its use of outside research and private manager selection alongside fee‑based AUM management, and it discloses the use of borrowing/margin in managed accounts and related risks.

To learn more about the advisors currently working at Legacy Financial Advisors Corporation, 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.