Legacy Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Financial Group provides financial planning, asset allocation and portfolio management to individuals — including high‑net‑worth clients — as well as trusts, estates and other entities. Services are delivered through a mix of financial planning engagements, model portfolio implementations, and referrals to third‑party money managers.
The firm’s investment approach centers on model‑based allocation and third‑party platform solutions, using Modern Portfolio Theory as a core framework and relying on SEI and Vision2020 programs for portfolio construction, execution and reporting. Legacy assists clients in selecting and supervising third‑party managers and offers both discretionary and non‑discretionary management across advisor‑managed accounts, mutual fund model programs, and unified managed account structures.
What distinguishes Legacy from many peers is that it acts as a wrap fee program sponsor and portfolio manager across multiple wrap programs (including Vision2020 UMA/Model programs and participation in SEI’s Managed Account Solutions), an arrangement that is relatively uncommon among similarly supported firms. The firm is small by client count but manages about $20 million across three advisors, and some advisory representatives are dually registered with an affiliated broker‑dealer, which affects where and how client accounts and advisory services may be maintained.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee for financial planning services ranges from $500 to $15,000 depending on complexity
$0 - $249,999: 1.25% $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $1,999,999: 0.50% $2,000,000 - $24,999,999: 0.20% $25,000,000+: 0.20%
Advisory representatives may receive commissions from securities and insurance product sales separate from advisory fees
Hourly fee ranges from $50 to $750 per hour for financial planning services
Minimum fee: Financial Planning Services fixed fee generally ranges between $1,500 and $5,000; maximum hourly rate of $250 Fee-only: Financial Planning Services can be provided for a fixed fee ($1,500-$5,000) or hourly fee ($50-$750/hour)
Main office
See office19191 South Vermont, Suite 100
Torrance CA 90502
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Illinois · Nevada · Texas
Also doing business as
Legacy Financial Group · Legacy Financial Group, 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.
Forms ADV
Quick links
Advisors at this firm
Matthew D
Series 66
Torrance, CA
Legacy Financial Group
Matthew Drehs is a financial advisor with Legacy Financial Group in Torrance, CA, holding a Series 66 designation and over 24 years of industry experience. He has held roles at firms including Sagepoint Financial and H.D. Vest Advisory Services. Drehs serves as Chairman of the Finance Board and President of the First Evangelical Lutheran Church of Torrance, a nonprofit religious organization. Legacy Financial Group provides financial planning, asset allocation, and portfolio management to individuals, trusts, and estates, using model-based allocation and third-party platform solutions grounded in Modern Portfolio Theory. The firm manages approximately $20 million across three advisors and acts as a wrap fee program sponsor and portfolio manager across multiple wrap programs.
Ann C
CFP®, Series 66
Torrance, CA
Legacy Financial Group
Ann Cooper is a CFP® and holds a Series 66 license with over 13 years of experience in the financial services industry. She has worked with Legacy Financial Group since 2015 and has prior experience at SagePoint Financial. Cooper also serves as a co-trustee on a family trust, reviewing and managing the account. Legacy Financial Group provides financial planning, asset allocation, and portfolio management for individuals—including high-net-worth clients—as well as trusts and estates. The firm uses model-based allocations grounded in Modern Portfolio Theory and partners with third-party platforms like SEI and Vision2020 to construct and manage portfolios, offering both discretionary and non-discretionary management across various wrap fee programs.
Melanie T
CFP®, Series 63, Series 65
Torrance, CA
Legacy Financial Group
Melanie Tanaka is a CFP® professional with 35 years of experience in financial advising, currently serving at Legacy Financial Group in Torrance, CA. She has worked at Legacy Financial Group since 2001 and held positions at SagePoint Financial and OSAIC. Outside her advisory role, she is involved in selling life and long-term care insurance and provides notary services. Legacy Financial Group offers financial planning, asset allocation, and portfolio management to individuals, trusts, estates, and other entities. The firm employs a model-based investment approach grounded in Modern Portfolio Theory, utilizing third-party platforms and acting as a wrap fee program sponsor across multiple programs.
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