A complete list of active advisors currently associated with Legacy Retirement Advisors
Warmer can help you find a great advisor at Legacy Retirement Advisors or one who fits your needs even better.
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.
To learn more about the advisors currently working at Legacy Retirement Advisors, 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 |
|---|---|---|
Mankato, MN
| 12
|
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