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 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.
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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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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