MY LEGACY ADVISORS, LLC

35 Nw Hawthorne Ave
Bend, Oregon 97703
Tel: 541-330-0220

About MY LEGACY ADVISORS, LLC

MY LEGACY ADVISORS, LLC, formally registered with the SEC as MY LEGACY ADVISORS, LLC. The firm was established in 11/16/2017. They have over 1 offices throughout the country.

MY LEGACY ADVISORS, LLC is a Bend, Oregon based Financial Planning firm with nearly $374,091,174 assets under management, offering retirement planning & investment advisory services to 445 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290675
SEC#	801-112049
Assets Managed by Firm	$374,091,174
No. of Clients	445
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	445	$374,091,174
Individuals (other than high net worth individuals)	313	$130,700,385
High net worth individuals	122	$239,842,655
Pension and profit sharing plans	10	$3,548,134

More Retirement Planning firms in Bend, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

Explore More Retirement Advisors in Bend, Oregon

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.