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LEGACY SOLUTIONS, LLC

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

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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 StatusApproved
Firm CRD#323360
SEC#801-126819
Assets Managed by Firm$163,923,630
No. of Clients613
No. of Advisors5

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 ClientsAUM
Firm Total613$163,923,630
Individuals (other than high net worth individuals)161$43,075,544
High net worth individuals72$120,848,086

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