LEGACY FINANCIAL STRATEGIES, LLC

5400 Colllege Blvd.
Ste. A
Overland Park, Kansas 66211
Tel: 913-403-0600

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 1 offices throughout the country.

LEGACY FINANCIAL STRATEGIES, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $806,094,432 assets under management, offering retirement planning & investment advisory services to 2014 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283553
SEC#	801-107930
Assets Managed by Firm	$806,094,432
No. of Clients	2014
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2014	$806,094,432
Individuals (other than high net worth individuals)	335	$115,509,837
High net worth individuals	292	$533,860,505
Pension and profit sharing plans	60	$136,090,410
Charitable organizations	Fewer than 5 clients	$8,208,089
Corporations or other businesses	Fewer than 5 clients	$12,425,591

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