A complete list of active advisors currently associated with Legend Financial Advisors Inc
Warmer can help you find a great advisor at Legend Financial Advisors Inc or one who fits your needs even better.
Legend Financial Advisors, Inc. serves individuals (including high-net-worth clients), retirement plans, trusts, nonprofits, and corporate entities, providing discretionary investment management, financial planning, retirement-plan consulting (including 3(38) services), sub‑advisory arrangements, and general consulting. The firm manages about $390 million in discretionary assets and supports clients through a three-advisor team that serves roughly 215 accounts, according to its Form ADV. The firm implements proprietary, tactically managed portfolios and uses a mix of fundamental, technical, cyclical and economic analysis to construct and rebalance strategies tailored to each client’s risk tolerance, time horizon and tax circumstances. Legend typically accepts discretionary authority, conducts ongoing monitoring with formal annual reviews and provides quarterly performance reporting and client communications as part of its management process. Compared with many peers, Legend discloses several less-common practices in its ADV: it uses a third‑party platform (Pontera) to view and manage held‑away participant accounts without custody, offers to act as an ERISA 3(38) manager for qualified plans, and serves as a sub‑advisor to other advisers. The brochure also indicates the firm’s marketing and client‑education activities extend beyond routine reporting — including published performance reporting, hypothetical-performance disclosures, client testimonials, and periodic educational communications or events — practices that are statistically uncommon among similar supported firms.
To learn more about the advisors currently working at Legend Financial Advisors Inc, 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 |
|---|---|---|
Pittsburgh, PA
| 22
| |
Pittsburgh, PA
| 13
| |
Pittsburgh, PA
| 5
|
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