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LEGACY FINANCIAL ADVISORS, INC.

117 East Fourth Street
Covington, Kentucky 41011
Tel: 859-655-5225

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About LEGACY FINANCIAL ADVISORS, INC.

LEGACY FINANCIAL ADVISORS, INC, formally registered with the SEC as LEGACY FINANCIAL ADVISORS, INC. The firm was established in 08/02/2011. They have over 1 offices throughout the country.

LEGACY FINANCIAL ADVISORS, INC. is a Covington, Kentucky based Financial Planning firm with nearly $1,125,634,229 assets under management, offering retirement planning & investment advisory services to 4401 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158675
SEC#801-72637
Assets Managed by Firm$1,125,634,229
No. of Clients4401
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total4401$1,125,634,229
Individuals (other than high net worth individuals)600$160,270,421
High net worth individuals353$816,317,107
Pension and profit sharing plans52$139,870,536
Charitable organizations4$9,176,165

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