Legacy Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Financial Advisors serves individuals, couples, families, trusts and small businesses, with a stated specialty in working with professionals, business owners and managers. The firm provides fee-only hourly financial planning and investment advisory services, including portfolio construction, tax‑efficient investing, retirement distribution planning and portfolio rebalancing.
The firm uses a financial plan as the foundation for portfolio design and generally favors passive allocations using ETFs and index funds while permitting active funds or individual securities when appropriate or necessary given client circumstances. Legacy does not take custody or trading authority over client accounts; it typically delivers implementation instructions to clients, bills planning and implementation work by the hour, and offers prepaid retainer arrangements for ongoing assistance.
Notable distinctions include an explicit absence of percentage‑of‑AUM fees — fees are charged on an hourly or retainer basis with a published rebalance and retainer pricing schedule — and written practices that limit the firm to non‑discretionary advice. The firm also provides employer‑oriented services such as seminars and workshops, offers implementation assistance (for example, help buying Treasuries) on an hourly basis, and maintains business relationships that include providing accounting and tax services to corporate clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: $1,200 (rebalance fee for up to 15 items and $500,000 assets) $500,001 - $750,000: $1,400 (rebalance fee for up to 20 items and $750,000 assets) $750,001 - $1,000,000: $1,800 (rebalance fee for up to 25 items and $1,000,000 assets) $1,000,001 - $1,500,000: $2,500 (rebalance fee for up to 35 items and $1,500,000 assets) $1,500,001 - $2,000,000: $3,000 (rebalance fee for up to 45 items and $2,000,000 assets) $2,000,001 - $3,000,000: $3,500 (rebalance fee for up to 65 items and $3,000,000 assets) $3,000,001 - $4,000,000: $4,000 (rebalance fee for up to 85 items and $4,000,000 assets) $4,000,001 - $5,000,000: $5,000 (rebalance fee for up to 105 items and $5,000,000 assets) $5,000,001 - $6,000,000: $5,500 (rebalance fee for up to 125 items and $6,000,000 assets) $6,000,001 - $7,000,000: $6,000 (rebalance fee for up to 135 items and $7,000,000 assets) $7,000,001 - $8,000,000: $6,500 (rebalance fee for up to 145 items and $8,000,000 assets) $8,000,001 - $9,000,000: $7,200 (rebalance fee for up to 155 items and $9,000,000 assets) $9,000,001 - $10,000,000: $7,800 (rebalance fee for up to 165 items and $10,000,000 assets) $10,000,001 - $11,000,000: $8,500 (rebalance fee for up to 175 items and $11,000,000 assets) $11,000,001 - $12,000,000: $9,100 (rebalance fee for up to 185 items and $12,000,000 assets)
Financial planning $150 per hour; Investment advisory $250 per hour; initial appointment $35-$45; implementation assistance (buying Treasuries, CDs) $250/hour in 1-minute increments.
Retainer fees billed monthly or quarterly with prices from $3,400 (up to $1,000,000 assets, 25 items) to $16,000 (up to $12,000,000 assets, 185 items). Retainers include one annual rebalance and three portfolio adjustments per year at discounted hourly rates.
Fee-only: Hourly financial planning rate $150 per hour and hourly investment advisory rate $250 per hour. Initial appointment $35 for 1 hour or $45 for 60-90 minutes. Retainer services provide discounted rates: financial planning $180 per hour and investment advice $240 per hour.
Main office
Solon OH, United States
Most active in
Ohio
Also doing business as
Legacy Financial Advisors · Legacy Financial Advisors, LLC · Legacy Financial Advisors,LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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