A complete list of active advisors currently associated with Legacy Financial Strategies, LLC
Warmer can help you find a great advisor at Legacy Financial Strategies, LLC or one who fits your needs even better.
Legacy Financial Strategies serves individuals, families, trusts, estates and business entities, including high‑net‑worth clients, with discretionary and non‑discretionary investment management, retirement‑plan services, financial planning, and non‑management advisory on private and alternative investments. Engagements typically include implementation, ongoing monitoring and reporting, and Legacy may delegate portfolio management to outside managers or platform providers when appropriate. The firm combines fundamental security analysis with a globally diversified approach consistent with modern portfolio theory, primarily using mutual funds and ETFs while also employing other vehicles and trading techniques as needed. Legacy requires a $500,000 minimum for new advisory accounts but maintains a lower‑cost Legacy Next program of ETF model portfolios for smaller accounts (generally under $250,000), and offers both discretionary and non‑discretionary client arrangements. Noteworthy aspects include direct access to alternative and private offerings — such as interests in limited partnerships, non‑public REITs/BDCs, and real estate or oil and gas investments — and a formal arrangement with an outside law firm to provide estate‑planning services at reduced rates; the firm also may cover some legal or accounting costs for certain larger clients. Legacy does not vote client proxies and relies on third‑party custodial platforms that provide institutional services and research, a relationship the firm discloses as a managed conflict when recommending custodians.
To learn more about the advisors currently working at Legacy Financial Strategies, LLC, 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.
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