Legacy Retirement Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Retirement Advisors works with individual and high‑net‑worth clients to provide financial planning and discretionary portfolio management. Services include standalone financial planning, model‑based portfolio management, and a bundled wealth‑management program that integrates planning with ongoing investment oversight.
The firm’s investment process is described as an "advance‑and‑protect" approach that combines strategic asset allocation with tactical adjustments, using third‑party quantitative research to help identify entry and exit points. Portfolios are implemented largely with ETFs, stocks and mutual funds across diversified model allocations and are monitored with regular reviews and periodic rebalancing.
Compared with many similarly sized independent advisers, the firm is notable for offering fixed‑fee planning options alongside an integrated planning‑plus‑management service and for explicitly coordinating tax profiles across account types to pursue tax efficiency. The adviser holds a professional RFC designation, reports no disciplinary history, and discloses an unrelated small‑business activity, items that may be relevant to prospective clients assessing firm structure and potential conflicts.
Client services
Expertise
Fee options
Legacy Plan Annual Review Meeting: $800 flat; Legacy Plan: $1,499 one-time
$0 - $250,000: 1.75% $250,001 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000+: Negotiable
Account minimum: $250,000 minimum for Portfolio Management Services; $600,000 minimum for Premium Wealth Management
Main office
100 Warren Street, Suite 300 107
Mankato MN 56001
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Britz, Aaron John · Legacy Retirement Advisors · Legacy Wealth Management, Inc.
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
Quick links
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