Legacy Map Design, LLC

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Client assets under management

$6,200,000

Clients

131

5% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$47,328

About

Legacy Map Design provides advisory services to individuals, high‑net‑worth individuals, and business entities, offering portfolio management, financial planning, and business consulting. The firm reports approximately $6.2 million in assets managed on a non‑discretionary basis and prepares individualized Investment Policy Statements to document client goals, risk tolerance, and allocations.

The firm’s investment approach emphasizes modern portfolio theory and long‑term strategies, with tailored asset allocation, asset selection, and quarterly reviews documented in each client’s IPS. Legacy Map Design does not accept investment discretion or directly execute client trades; recommendations are delivered on a non‑discretionary basis and clients retain authority to implement transactions (the brochure notes a recommended custodian).

Compared with many peers, Legacy Map Design discloses a material regulatory event: a consent order with the Kansas Securities Commissioner dated October 1, 2021 for late ADV filings. The brochure also highlights some atypical service elements for a small advisory firm, including advising on private placements and venture capital funds and providing structured business consulting supported by advanced financial analysis.

Client services

Financial planning Portfolio management Business consulting fees

Expertise

Wealth management College savings (529s, UTMA, etc.) Debt management

Fee options

Fixed

Financial planning fixed fees between $250 and $10,000; Business consulting start-up fee up to $500; business consulting monthly fees $100 to $1,000 after first year

Percentage

0.90% annually

Project-based

$150 to $250 per hour for financial planning services; $150 per hour for business consulting after first year

Main office location

Legacy Map Design, LLC

1649 S Butternut St

Wichita KS 67230, United States

Number of offices

Most active in

Kansas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

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

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

(316) 213-4101

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.

Wealth management College savings (529s, UTMA, etc.) Debt management

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.

Wealth management College savings (529s, UTMA, etc.) Debt management

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