Legacy Map Design, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Map Design serves individual and high‑net‑worth clients as well as corporate/business entities, offering ongoing portfolio management, financial planning, and business consulting. The firm prepares individualized Investment Policy Statements and works with a range of investment vehicles, including mutual funds, equities, fixed income, ETFs, TIPS, venture capital funds, and private placements.
The firm’s investment work is guided by modern portfolio theory and a long‑term trading approach; advisors document client goals, risk tolerance, and provide regular portfolio monitoring. Notably, nearly all of the firm’s assets are managed on a non‑discretionary basis—Legacy Map Design does not have investment discretion or execute trades on client accounts and instead relies on client‑directed custodial arrangements and quarterly reviews.
Two features that distinguish the firm from many peers are a disciplinary disclosure—a consent order entered with the state securities commissioner in October 2021 related to untimely ADV filings—and the combination of business consulting services plus access to private placements and venture capital investments, which are less common for firms of this size. The brochure also notes the firm does not participate in wrap fee programs or accept performance‑based compensation.
Client services
Expertise
Fee options
Financial Planning fixed fees between $250 and $10,000; Business Consulting start-up fee not to exceed $500; Monthly Business Consulting fees between $100 and $1,000 after first year
0.90% annually on all assets
Financial Planning services hourly fees range from $150 to $250 per hour; Business Consulting services charged at $150 per hour after first year
Main office
1649 S Butternut St
Wichita KS 67230
Advisors at this office
2
Most active in
Kansas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Elijah C
Series 66
Wichita, KS
Legacy Map Design, LLC
Elijah Copas is a financial advisor with Legacy Map Design, LLC in Wichita, KS, holding a Series 66 designation and nine years of industry experience. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he serves as a standardized patient for Kansas University Medical School, assisting in medical student training. Legacy Map Design provides portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, and business entities. The firm follows a non-discretionary investment approach based on modern portfolio theory, emphasizing tailored asset allocation and long-term strategies.
Lance R
Series 66
Wichita, KS
Legacy Map Design, LLC
Lance Rappard is a financial advisor with Legacy Map Design, LLC in Wichita, KS, holding a Series 66 designation and 15 years of industry experience. He has worked at Legacy Map Design since 2013 and previously held roles at On Investment Management Co, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory work, Mr. Rappard serves as president of the Lance Rappard Insurance Agency, where he provides life insurance and annuity recommendations. Legacy Map Design offers portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, and business entities. The firm employs a non-discretionary investment approach based on modern portfolio theory, emphasizing tailored asset allocation and quarterly reviews documented in individualized Investment Policy Statements.
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