David Patrick Dwyer
Investment Adviser Representative at LEGACY FINANCIAL STRATEGIES, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.75% |
| Next $500,000 | 1.25% |
| Next $1,750,000 | 1.00% |
| Over $2,500,000 | 0.75% |
Firm-stated minimum; may be waived at the firm's discretion.
Legacy Financial Strategies, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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