Legacy Consulting Group

Legacy Consulting Group (CRD# 108541) is a financial advisory firm headquartered in Plano, TX. They manage $165,633,814 in 474 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    474
    ACCOUNTS
  • Average Account Value
    $349,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Legacy Consulting Group
Showing 1 - 4 of 4 top financial advisors.
1
Roger A. Shake
CRD#: 1302570
5000 Legacy Dr., Suite 450, Plano, TX 75024
96
Wealthminder
score

Roger Shake (CRD# 1302570) is an Investment Advisor Representative working at Legacy Consulting Group in Plano, TX and has over 21 years of experience in the finance industry. Roger Shake has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ronald I. Turner
CRD#: 5504116
5000 Legacy Dr., St. #450, Plano, TX 75024
96
Wealthminder
score

Ronald Turner (CRD# 5504116) is an Investment Advisor Representative working at Legacy Consulting Group in Plano, TX and has over 10 years of experience in the finance industry. Ronald Turner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Steven G. Wachs
CRD#: 1025803
5000 Legacy Dr, Suite 450, Plano, TX 75024
96
Wealthminder
score

Steven Wachs (CRD# 1025803) is an Investment Advisor Representative working at Legacy Consulting Group in Plano, TX and has over 30 years of experience in the finance industry. Steven Wachs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael K. Babcock
CRD#: 5172396
5000 Legay Drive, Ste 450, Plano, TX 75024
91
Wealthminder
score

Michael Babcock (CRD# 5172396) is an Investment Advisor Representative working at Legacy Consulting Group in Plano, TX and has over 2 years of experience in the finance industry. Michael Babcock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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