Torrance, CA 19191 South Vermont Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Legacy Financial Group
Supported
Firm-wide stats for Legacy Financial Group
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.
Based on Legacy Financial Group
Demographic focus
Based on Legacy Financial Group
Location
19191 South Vermont, Suite 100
Torrance CA 90502
Advisors at this office
2
Advisors at this office
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)