A complete list of active advisors currently associated with Legacy Map Design, LLC
Warmer can help you find a great advisor at Legacy Map Design, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Legacy Map Design, 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.
Name |
Location |
Years of experience |
|---|---|---|
Wichita, KS
| 9
| |
Wichita, KS
| 15
|
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