The Legacy Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations and qualified retirement plans. Its Form ADV brochure reports roughly $590 million in client assets under management, about 317 client relationships, and a team of eight advisors delivering investment oversight, retirement-plan monitoring and participant education.
The firm’s investment approach is built on Modern Portfolio Theory and a long-term, asset-allocation focus, emphasizing broad diversification, risk/return tradeoffs and investor discipline rather than stock‑picking or market timing. Advisors use quantitative tools and third‑party software for optimization and risk analysis and implement portfolios using mutual funds, ETFs, fixed income and, when appropriate, limited option strategies; the firm also offers coordinated planning across tax, estate and risk-management needs and includes access to a Wealth.com estate‑planning portal as part of its services.
The brochure discloses several features that distinguish Legacy Financial from many peers: certain managers and registered employees are licensed insurance agents who may recommend insurance products and receive commissions, and the firm notes that Dimensional Fund Advisors recommends the firm to prospective clients. It also describes participation in custodial institutional programs that provide the firm with research, technology and other economic benefits—a conflict the brochure acknowledges may influence custodial recommendations.
Client services
Expertise
Fee options
Fixed fees for financial planning may be agreed upon prior to engagement.
$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.9% $2,000,001 - $3,000,000: 0.8% $3,000,001 - $4,000,000: 0.7% $4,000,001 - $5,000,000: 0.6% $5,000,001 - $10,000,000: 0.5% $10,000,001 - $20,000,000: 0.3% $20,000,001 - $50,000,000: 0.2% $50,000,001 - $100,000,000: 0.1%
Account minimum: $500,000 Minimum fee: $10,000 minimum fee; may be waived at firm's discretion
Main office
1425 E. 41st Place, Suite 100
Tulsa OK 74105
Advisors at this office
8
Most active in
Nebraska · Oklahoma · Texas
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.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Zachery R
Series 65
Tulsa, OK
The Legacy Financial Group, Inc.
Zachery Rearrick is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation with three years of industry experience. His work history includes roles at Bankers Life and Liberty Mutual prior to joining The Legacy Financial Group. The Legacy Financial Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm manages approximately $590 million in client assets, focusing on a long-term, asset-allocation approach grounded in Modern Portfolio Theory and leveraging quantitative tools for portfolio optimization and risk management.
Keegan K
Series 65
Tulsa, OK
The Legacy Financial Group, Inc.
Keegan King is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 license with seven years of industry experience. His career includes roles at The Legacy Financial Group starting in 2019 and a position at Bluestone from 2018 to 2019. He also has a background in academia, having worked at the University of Tulsa from 2015 to 2019. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting services to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm serves approximately 317 client relationships with a team of eight advisors and employs an investment approach based on Modern Portfolio Theory, emphasizing long-term asset allocation and broad diversification.
Cooper S
Series 65
Tulsa, OK
The Legacy Financial Group, Inc.
Cooper Stevenson is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation and beginning his industry career in 2023. His previous experience includes roles at Benson Financial Group and Family First Life. Stevenson is also licensed in life and health insurance. The Legacy Financial Group provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm emphasizes a long-term, diversified investment approach based on Modern Portfolio Theory and serves approximately 317 clients with around $590 million in assets under management.
Kevin K
Series 65
Tulsa, OK
The Legacy Financial Group, Inc.
Kevin King is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation with 24 years of industry experience. He has been with The Legacy Financial Group since 2005. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm manages approximately $590 million in client assets and employs a long-term, asset-allocation investment approach emphasizing diversification and risk/return tradeoffs.
Quentin P
Series 65
Tulsa, OK
The Legacy Financial Group, Inc.
Quentin Palmer is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Northwestern Mutual and Hood & Associate CPA, PC. Palmer is also licensed in life and health insurance. The Legacy Financial Group, Inc. manages approximately $590 million in client assets and serves individuals, businesses, trusts, foundations, and qualified retirement plans. The firm emphasizes a Modern Portfolio Theory-based investment approach focused on broad diversification, risk management, and long-term asset allocation.
James K
CFP®, Series 63, Series 66
Tulsa, OK
The Legacy Financial Group, Inc.
James Killingsworth is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at The Legacy Financial Group, Inc. since 2017 and previously held positions at Stephen Streeter Moore and Goldman Sachs Wealth Services. Killingsworth is also a licensed insurance provider offering life and health insurance. The Legacy Financial Group, Inc. serves individuals, businesses, trusts, foundations, and qualified retirement plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes a long-term, diversified investment approach based on Modern Portfolio Theory and uses quantitative tools to manage risk and portfolio optimization.
Hayden H
Series 65
Tulsa, OK
The Legacy Financial Group, Inc.
Hayden Hunt is a Series 65 licensed financial advisor with The Legacy Financial Group, Inc. in Tulsa, OK. He has five years of prior experience at Texas Capital and has been with his current firm since 2025. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory and serves approximately 317 client relationships with around $590 million in assets under management.
Lydia C
CFP®, Series 66
Tulsa, OK
The Legacy Financial Group, Inc.
Lydia Carnett is a CFP® and holds a Series 66 license, with three years of industry experience. She is currently with The Legacy Financial Group, Inc., where she has worked since 2024. Prior to joining, she held roles at OSAIC, Woodbury Financial Services Inc., and DP Financial & Tax. Lydia is also licensed in life and accident and health insurance. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm manages approximately $590 million in client assets and uses a long-term, asset-allocation approach based on Modern Portfolio Theory, incorporating broad diversification and risk analysis through quantitative tools.
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