Legacy Partners Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals (including high-net-worth clients), retirement plans, and business clients. The firm also establishes and manages company-sponsored retirement plans and will serve as a 3(38) fiduciary manager for plan sponsors.
Investment advice is delivered through model portfolios that the firm constructs using Modern Portfolio Theory, with asset allocation and periodic rebalancing central to its process. Portfolio construction and security selection draw on a mix of fundamental, technical, cyclical and charting analyses and are implemented using non‑proprietary stocks, bonds, mutual funds, REITs and other vehicles.
Compared with many peers, the firm’s principal is licensed as an insurance agent and makes available life insurance, fixed and fixed-index annuities through a separate insurance practice, receiving commission compensation when acting in that capacity. The firm also operates a separate college-planning service that offers workshops and individualized counseling — an ancillary business line and time commitment that is uncommon among similar advisory-only firms.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.25%
Insurance products and annuities sold by principal owner on commission basis, separate from advisory fees.
Account minimum: $250,000 Minimum fee: New Client Set-Up Fee of $120 billed once, usually added to first quarterly billing cycle. Fee-only: Ongoing financial planning fee $375/quarter for services without asset management.
Main office
123 Mill Street
Woodstock GA 30188
Advisors at this office
10
Most active in
Arkansas · Colorado · Georgia · Illinois · Ohio · Oklahoma · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Advisors at this firm
Darrell E
Series 65
Woodstock, GA
Legacy Partners Financial Group, LLC
Darrell Ellis is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Ideal Office Machines, Cornerstone Life, LLC, and State Farm Insurance. Outside of his advisory work, he is involved with Cornerstone Life, LLC, a company he has been associated with for six years. Legacy Partners Financial Group provides discretionary investment management and financial planning for individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and employs a range of analytical methods to construct and manage diversified portfolios.
Andrew W
Series 65
Woodstock, GA
Legacy Partners Financial Group, LLC
Andrew Winn is a financial advisor at Legacy Partners Financial Group, LLC in Woodstock, GA. He holds a Series 65 credential and has recently begun his career in the industry. Prior to his current role, his work experience includes positions at Auburn University, Magnolia Golf Group, Burns & McDonnell, Chick-fil-A, and Publix Super Markets. Legacy Partners Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, and businesses. The firm employs model portfolios based on Modern Portfolio Theory and uses a combination of fundamental, technical, cyclical, and charting analyses to guide portfolio construction and security selection.
Amanda N
CFP®
Woodstock, GA
Legacy Partners Financial Group, LLC
Amanda Neely is a CFP® professional with Legacy Partners Financial Group, LLC in Woodstock, GA, where she has worked since 2026. She has prior experience with Grandma’s Wealth Wisdom LLC and has held roles in entrepreneurial ventures including Business Activist Entrepreneur L3C. Legacy Partners Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, and business clients, using model portfolios based on Modern Portfolio Theory. The firm combines multiple analytical approaches for portfolio construction and offers additional services such as company-sponsored retirement plan management and college-planning workshops.
John E
ChFC®, Series 65
Woodstock, GA
Legacy Partners Financial Group, LLC
John Ensley is a financial advisor at Legacy Partners Financial Group, LLC with the designations ChFC® and Series 65 and four years of industry experience. He has worked at several firms, including Guardin Pointe Private Wealth Management, LLC, and operated his own businesses, J-Ensley Financial and J-Ensley Services. Legacy Partners Financial Group provides discretionary investment management and financial planning for individuals, retirement plans, and business clients, using model portfolios based on Modern Portfolio Theory. The firm also manages company-sponsored retirement plans and serves as a 3(38) fiduciary, employing a mix of fundamental, technical, cyclical, and charting analyses in its investment approach.
Jason F
CFP®, Series 63
Woodstock, GA
Legacy Partners Financial Group, LLC
Jason Flurry is a CFP® with 28 years of industry experience and has been with Legacy Partners Financial Group, LLC since 2005. In addition to his advisory role, he is an independent insurance agent selling fixed annuities and life insurance and works as a college planning specialist providing financial aid advisory services. Legacy Partners Financial Group offers discretionary investment management and financial planning to individuals, retirement plans, and business clients, using model portfolios constructed with Modern Portfolio Theory. The firm also provides company-sponsored retirement plan management and operates a separate college-planning service offering workshops and individualized counseling.
Blane T
Series 65
Woodstock, GA
Legacy Partners Financial Group, LLC
Blane Thompson is a Series 65-licensed financial advisor with Legacy Partners Financial Group, LLC. He has been in the industry since 2025, previously working at Pelican Investment Advisors and maintaining a separate insurance practice through T Financial Concepts LLC. Outside of financial advising, he owns and manages BT Cattle Co., a cattle and ranching operation in Texas. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and offers a range of investment vehicles, alongside a separate insurance practice and a college-planning service.
Zachary V
Series 65
Woodstock, GA
Legacy Partners Financial Group, LLC
Zachary Vaughn is a financial advisor with Legacy Partners Financial Group, LLC in Woodstock, GA. He holds a Series 65 designation and has experience dating from 2022, following a decade-long career at the Weld County Sheriff’s Office. Vaughn’s background includes roles at Counterflow Cornerstones and Legacy Partners Financial Group since 2026. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and businesses. The firm employs model portfolios based on Modern Portfolio Theory and integrates fundamental, technical, cyclical, and charting analyses in its investment approach.
Isaiah B
Series 65
Woodstock, GA
Legacy Partners Financial Group, LLC
Isaiah Bircher is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation and four years of industry experience. Prior to joining Legacy Partners Financial Group in 2026, he worked at Grossman & Associates, Bankers Life, Builders First Source/Prudent Electric, and Selkirk Landscaping. Legacy Partners Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, and business clients. The firm employs model portfolios based on Modern Portfolio Theory, focusing on asset allocation and periodic rebalancing, and utilizes a variety of investment vehicles including stocks, bonds, mutual funds, and REITs.
Rodney T
Series 65
Woodstock, GA
Legacy Partners Financial Group, LLC
Rodney Thomas is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation. He has been affiliated with Legacy Partners since 2026 and has over two decades of experience with Future Planning Solutions, LLC and College Funding Awareness and Service Team, LLC. He is involved in college planning services through workshops and counseling. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and incorporates a mix of fundamental, technical, cyclical, and charting analyses in portfolio construction.
Landon M
Series 65
Woodstock, GA
Legacy Partners Financial Group, LLC
Landon Morgan is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Legacy Partners, he worked at Thompson & Thurman Financial, C1 Insurance Group, and Pierce Tax Service. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and offers additional services including company-sponsored retirement plan management and a college-planning service that provides workshops and individual counseling.
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