A complete list of active advisors currently associated with Legacy Financial Services Group, Inc.
Warmer can help you find a great advisor at Legacy Financial Services Group, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Legacy Financial Services Group, Inc., 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 Johns, FL
| 15
| |
Traverse City, MI
| 11
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")