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LEGACY FINANCIAL STRATEGIES, LLC

11300 Tomahawk Creek Parkway
Suite 190
Leawood, Kansas 66211
Tel: 913-403-0600

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About LEGACY FINANCIAL STRATEGIES, LLC

LEGACY FINANCIAL STRATEGIES, LLC, formally registered with the SEC as LEGACY FINANCIAL STRATEGIES, LLC. The firm was established in 07/01/2016. They have over 2 offices throughout the country.

LEGACY FINANCIAL STRATEGIES, LLC is a Leawood, Kansas based Financial Planning firm with nearly $508,657,490 assets under management, offering retirement planning & investment advisory services to 1836 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#283553
SEC# 801-107930
Assets Managed by Firm $508,657,490
No. of Clients 1836
No. of Advisors 12

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total1836$508,657,490
Individuals (other than high net worth individuals)361$87,883,831
High net worth individuals245$311,806,678
Pension and profit sharing plans64$99,790,389
Charitable organizationsFewer than 5 clients$694,230
Corporations or other businessesFewer than 5 clients$8,482,362
Inquire with LEGACY FINANCIAL STRATEGIES, LLC

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ONEDIGITAL INVESTMENT ADVISORS
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MARINER WEALTH ADVISORS
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AE WEALTH MANAGEMENT, LLC
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PALMER SQUARE CAPITAL MANAGEMENT LLC
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$20,767,599,39714848

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