Legacy Chief Financial Office, LLC
SEC RegisteredWEALTH MANAGEMENT BUILT FOR YOU
About the firm
Legacy CFO is a fee-only wealth management firm that serves as a personal CFO to help clients and their families create a legacy centered around values, principles, and financial well-being for future generations. The firm operates as a fee-only fiduciary, legally bound to keep client interests ahead of its own, and offers flexible, creative solutions customized to individual needs and goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only wealth management with clear and unbiased advice, customized financial planning, and fiduciary investment guidance tailored to individual needs and goals
Who they serve
Individuals and families seeking to create a legacy centered around values, principles, and financial well-being for future generations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 29 | $17M |
| High Net Worth Individuals | 43 | $88M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $0 to $1 Million | 0.95% |
| Next $1 Million to $5 Million | 0.75% |
| Over $5 Million | 0.50% |
Data as of April 8, 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 Chief Financial Office, 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched