LEGACY FINANCIAL STRATEGIES, LLC
SEC RegisteredSound Advice. Lasting Impact.
About the firm
Legacy Financial Strategies is a fee-only financial planning firm in Overland Park, KS, founded in 2000. The firm is dedicated to helping successful individuals and families build, protect, and nurture their wealth, operating as fiduciaries who always put clients' interests first. Their experienced team specializes in comprehensive financial planning, investment management, and employer solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, and employer solutions including corporate retirement plan management (401(k)) and employee wellness and education.
Who they serve
Successful individuals, families, and business owners seeking financial planning, investment management, and employer retirement plan solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 331 | $136M |
| High Net Worth Individuals | 304 | $639M |
| Charitable Organizations | 61 | $155M |
7 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
13 advisors in the directory
Regulatory & compliance
| 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% |
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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 STRATEGIES, 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.