LEGACY SOLUTIONS, LLC

206 N Union St
Kennett Square, Pennsylvania 19348
Tel: 610-444-9920

About LEGACY SOLUTIONS, LLC

LEGACY SOLUTIONS, LLC, formally registered with the SEC as LEGACY SOLUTIONS, LLC. The firm was established in 03/15/2023. They have over 3 offices throughout the country.

LEGACY SOLUTIONS, LLC is a Kennett Square, Pennsylvania based Financial Planning firm with nearly $163,923,630 assets under management, offering retirement planning & investment advisory services to 613 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323360
SEC#	801-126819
Assets Managed by Firm	$163,923,630
No. of Clients	613
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	613	$163,923,630
Individuals (other than high net worth individuals)	161	$43,075,544
High net worth individuals	72	$120,848,086

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