Legacy Financial Services Group, Inc.

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Client assets under management

$121,234,994

Clients

183

19% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$662,486

About

Legacy Financial Services Group is a fee‑based investment adviser that provides personalized financial planning and discretionary portfolio management to individuals, including high‑net‑worth clients, as well as trusts and other entities. The firm manages approximately $122.8 million for roughly 183 clients and offers services covering cash flow, retirement and estate planning, education funding, tax planning, and insurance review.

The firm’s investment approach centers on strategic asset allocation and a multi‑fund manager framework with global diversification, periodic rebalancing (generally quarterly), and discretionary trading authority documented in an Investment Policy Statement. Legacy Group uses mutual funds and ETFs and may implement direct‑indexing strategies for customization and potential tax efficiency, and it delivers quarterly written updates and net worth statements as part of ongoing reviews.

What is distinctive is that certain advisors are licensed insurance agents and may offer and sell life insurance and annuity products for commission in addition to charging advisory fees; the brochure discloses this potential conflict and describes steps for disclosure and client choice. The firm also discloses material outside business activities for advisors (retail and restaurant ownership) and maintains a $250,000 typical account minimum with discretion to waive, features that can shape client engagement and differ from many peers.

Client services

Financial planning Portfolio management

Expertise

Wealth management

Fee options

Percentage

$0 - $249,000: 1.75% (if accepted conditionally) $250,000 - $499,999: 1.50% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $4,999,999: 0.70% $5,000,000+: Determined at Engagement

Commissions

Certain associated persons earn commissions from insurance product sales separate from advisory fees

Other

Account minimum: $250,000 Fee-only: Fee based on a percentage of assets under management according to tiered schedule; no commissions for investment management services

Main office location

Legacy Financial Services Group, Inc.

10691 East Carter Road, Suite 101

Traverse City MI 49684, United States

Number of offices

Most active in

Florida · Michigan

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Website 231-933-0631

Advisors at this firm

Kelly K

Series 63, Series 65

Saint Johns, FL

Legacy Financial Services Group, Inc.

Kelly Kazmierski is a financial advisor with Legacy Financial Services Group, Inc. in Saint Johns, Florida, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with Legacy Financial Services Group, LLC since 2004. In addition to her advisory role, she is involved as an independent insurance agent selling fixed annuities, long-term care, and life insurance products. Legacy Financial Services Group is a fee-based investment adviser serving individuals, high-net-worth clients, trusts, and other entities. The firm employs a strategic asset allocation approach with global diversification, using mutual funds, ETFs, and direct-indexing strategies, while providing personalized financial planning and discretionary portfolio management.

Wealth management

Carolyn W

Series 65

Traverse City, MI

Legacy Financial Services Group, Inc.

Carolyn Weeks is a Series 65-licensed financial advisor with Legacy Financial Services Group, Inc., bringing 10 years of industry experience. She has been with Legacy Financial Services Group since 2015 and also owns a retail store specializing in metal wall art and home decorations. Legacy Financial Services Group is a fee-based investment adviser offering discretionary portfolio management and comprehensive financial planning to individuals, trusts, pension, and institutional clients. The firm employs a strategic asset-allocation approach with global diversification and conducts quarterly account reviews supported by fundamental and technical research methods.

Wealth management

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