Legacy Financial Strategies, LLC
Legacy Financial Strategies, LLC (CRD# 149507) is a financial advisory firm headquartered in Overland Park, KS. They manage $162,041,151 in 1,159 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Legacy Financial Strategies, LLC
By the Numbers
-
Total Assets Under Management162MILLION
-
Total Number of Accounts1,159ACCOUNTS
-
Average Account Value$139,811
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, FL, KS, MO, NJ, NY, TX
Financial Advisors at Legacy Financial Strategies, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.