Legacy Financial Advisors, Inc.
SEC RegisteredYour Treasure Is Where Your Heart Is
About the firm
Legacy Financial Advisors is an SEC Registered Investment Advisor with decades of combined wealth management experience. The firm takes a values-based, integrated planning approach, bringing investment, insurance, tax, and estate considerations together into a holistic financial plan. They pride themselves in providing hands-on guidance at a high level of integrity and confidentiality.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers values-based financial planning, integrated financial planning, investment management, insurance solutions (life, long-term care, and disability insurance), proactive ongoing advice, and digital access and tools.
Who they serve
Individuals and families seeking to align their finances with their values and goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 579 | $161M |
| High Net Worth Individuals | 482 | $1.3B |
| State/Municipal Entities | 4 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
13 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $1M | 1.00% |
| $1M - $3M | 0.80% |
| $3M - $5M | 0.60% |
| $5M - $10M | 0.50% |
| Over $10M | — |
Data as of March 6, 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 Financial Advisors, Inc. 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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