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

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