A complete list of active advisors currently associated with Tanglewood Legacy Advisors, LLC

Warmer can help you find a great advisor at Tanglewood Legacy Advisors, LLC or one who fits your needs even better.

Tanglewood Legacy Advisors works with individuals and high‑net‑worth clients as well as business entities, trusts, estates and charitable organizations, offering discretionary and non‑discretionary portfolio management alongside financial planning and consulting services, including stand‑alone planning and divorce‑related planning. The firm’s four‑adviser team managed roughly $809 million in client assets and serves about 162 client relationships as of the latest ADV disclosures. Portfolios are customized using one of six target asset allocations that range from capital preservation to aggressive, and are primarily implemented with actively managed mutual funds and ETFs. The firm also uses less‑liquid and structured instruments—explicitly describing the use and risks of interval funds and structured notes—treats cash as an asset class, employs the eMoney platform to aggregate excluded assets for reporting, and utilizes AI tools under a formal AI policy with human review of AI outputs. Noteworthy features compared with many peers include the combination of substantial assets under management with a small advisory team, the explicit disclosure and potential use of interval funds and structured notes, and documented operational practices around cash sweep handling and eMoney aggregation. The brochure also discloses that some representatives are licensed insurance agents (a potential conflict when insurance is recommended) and describes personal trading, pre‑clearance and proxy policies to manage conflicts of interest.

To learn more about the advisors currently working at Tanglewood Legacy Advisors, LLC, 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.