LFG Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LFG Wealth Partners advises individuals (including high-net-worth clients) and retirement plan sponsors, offering personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm documents its onboarding and suitability process in written investment advisory agreements and tailors management to each client’s objectives, liquidity needs, time horizon, and risk tolerance.
The firm’s investment process centers on firm‑approved model portfolios and discretionary implementation, using a mix of fundamental, technical, and cyclical analysis and strategies that include direct indexing (with tax‑loss harvesting in taxable accounts), options trading, and strategic and tactical asset allocation. For defined contribution plan participant accounts, LFG may use the Future Capital platform, and model portfolios are reviewed periodically and approved by the Chief Investment Officer.
LFG is notable for its operating affiliations: the brochure discloses an insurance affiliate, Legato Insurance Group, Inc. dba Legato Financial Group, Inc., and a related tax/preparation affiliate, LFG Tax Partners, LLC, and states financial professionals spend about 20% of their time on insurance sales—disclosures the firm uses to explain commission and replacement incentives and other conflicts of interest. The brochure also identifies custodial relationships with Fidelity and Altruist (and related platform benefits to the firm) and records a recent material amendment removing prior language about participation in wrap fee programs.
Client services
Expertise
Fee options
$0 - $500,000: 1.5% $500,001 - $2,500,000: 1.3% $2,500,001+: 1.0%
Account minimum: $500,000
Main office
See office2905 Ring Road
Elizabethtown KY 42701
Advisors at this office
9
Offices (3)
Most active in
Florida · Illinois · Indiana · Kentucky · New Hampshire · Tennessee
Also doing business as
Legato Financial Group, Inc. · Lfg Premier · Lfg Wealth Partners, LLC
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)