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, LLC is an SEC-registered advisory firm managing roughly $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm delivers discretionary and non-discretionary investment management, retirement plan services, and both project-based and ongoing financial planning and consulting through a multi-advisor team serving about 635 client relationships. Legacy uses fundamental analysis and constructs globally diversified portfolios consistent with modern portfolio theory, typically implementing strategies with mutual funds and ETFs while also using individual securities as appropriate. It offers a lower-cost ETF model program called Legacy Next for smaller accounts, and may allocate to third‑party managers and alternative investments such as private real estate offerings, REITs, and BDCs. Distinctive operational features include a $500,000 minimum for new advisory accounts while maintaining the Legacy Next option for smaller investors, and a large majority of its assets are managed on a discretionary basis. The firm also has an approved reduced‑rate estate-planning relationship with an outside law firm, may subsidize legal or accounting costs for select larger clients, and receives institutional support services from custodians that contribute to its operational capabilities.

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.