Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    1,159
    ACCOUNTS
  • 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
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.
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