Legacy Consulting Group
SEC RegisteredBring Your Wealth to Life
About the firm
Legacy Consulting Group offers Financial Life Planning services, broadening the conversation from asset management to life management to help clients use their money to make a life rather than using their life to make money.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial life planning, investment planning, asset management, customized financial strategy, and accountability coaching.
Who they serve
Successful people seeking financial life planning, including those losing a loved one, finding their own path, or selling a business.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 57 | $8.9M |
| High Net Worth Individuals | 141 | $349M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $5.1M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $500,000 | 0.95% |
| Next $500,000 | 0.90% |
| Next $3,000,000 | 0.80% |
| Next $2,000,000 | 0.75% |
| Over $7,000,000 | 0.00% |
Data as of March 11, 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 Consulting Group 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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