LEGACY ADVISORY SERVICES, LLC
SEC RegisteredBuilding a Legacy that will stand the test of time
About the firm
Legacy Advisory Services, LLC is a full-service financial advisory firm that creates customized financial plans and investment portfolios addressing clients' unique needs, goals, and investment challenges. Their philosophy holds that a financial plan needs to be balanced for safety, income, growth, taxes, and inflation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Legacy Advisory Services offers investment management, retirement planning, income replacement, insurance, tax and estate planning, college savings planning, and financial consultation.
Who they serve
Individuals at a critical point in their life who have accumulated assets and are focused on retirement, wealth growth, and financial planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 75 | $29M |
| High Net Worth Individuals | 48 | $128M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.25% |
| $500,001 to $2,499,999 | 1.00% |
| $2.5 million and above | 0.75% |
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LEGACY ADVISORY SERVICES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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