A complete list of active advisors currently associated with The Legacy Financial Group, Inc.
Warmer can help you find a great advisor at The Legacy Financial Group, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at The Legacy Financial Group, 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 |
|---|---|---|
Tulsa, OK
| 3
| |
Tulsa, OK
| 0
| |
Tulsa, OK
| 12
| |
Tulsa, OK
| 6
| |
Tulsa, OK
| 24
| |
Tulsa, OK
| 0
| |
Tulsa, OK
| 3
| |
Tulsa, OK
| 0
|
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