A complete list of active advisors currently associated with Legacy Financial Advisors
Warmer can help you find a great advisor at Legacy Financial Advisors or one who fits your needs even better.
Legacy Financial Advisors serves individual and high‑net‑worth clients with portfolio management, comprehensive financial planning, and financial institution consulting. As of January 12, 2026 the firm reports $94.6 million in discretionary assets, $44.6 million in non‑discretionary assets, and $37.7 million in assets under advisement across roughly 220 client relationships supported by a three‑advisor team. The firm implements goals‑based, long‑term investment strategies using multiple model portfolios and periodic reviews, and manages accounts on either a discretionary or non‑discretionary basis depending on client preference. Legacy may select or recommend third‑party managers for particular mandates and typically recommends Schwab for custody, with account monitoring performed at least quarterly. A distinctive aspect of the firm is that several of its advisors are licensed insurance agents and may offer commissionable insurance products and related advice, a practice the brochure discloses and addresses as a potential conflict of interest. The firm also provides investment consulting to broker‑dealer customers, may receive solicitor fees when referring clients to third‑party managers, and participates in Schwab’s institutional program—arrangements that introduce additional custodial and referral relationships relative to many peers.
To learn more about the advisors currently working at Legacy Financial Advisors, 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 |
|---|---|---|
Saint Simons Island, GA
| 1
| |
Saint Simons Island, GA
| 13
| |
Saint Simons Island, GA
| 33
|
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