A complete list of active advisors currently associated with Legacy Financial

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

Legacy Financial provides financial planning and portfolio management to individuals and small businesses, and states it also serves pension and profit-sharing plans, trusts, estates and charitable organizations. The firm limits its investment advice to publicly traded instruments such as mutual funds, individual stocks, bonds, ETFs, unit investment trusts and options, and does not participate in wrap-fee programs. The brochure describes a long-term, fundamental investment approach that emphasizes asset allocation, diversification, quality and value, using public research, corporate filings and other standard sources. The firm accepts limited discretionary trading authority for purchases and sales (but not withdrawals), allows client-imposed restrictions on holdings, and reviews managed accounts monthly with financial planning engagements reviewed annually. What is distinctive for a firm in this category is that it offers standalone financial planning services and some planning work on an hourly-fee basis—features that are relatively uncommon among peers—while reporting no client assets under management as of the brochure date. The firm also discloses it does not act as a private fund adviser, does not accept performance-based fees, and maintains policies designed to prevent custody of client funds, with assets held at qualified custodians.

To learn more about the advisors currently working at Legacy Financial, 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
Rachel Schetrom	Moorefield, WV	0

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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.

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