# Alaric Spencer

> Alaric Spencer is a fee-only financial advisor at The Financial Legacy Group in Charlotte, North Carolina. The Financial Legacy Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alaric-spencer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Financial Legacy Group
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $107.3M across 414 accounts
- **CRD:** 8058109 (https://adviserinfo.sec.gov/individual/summary/8058109)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.thefinanciallegacygroup.com

## Frequently asked questions

### Is Alaric Spencer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alaric holds no broker registration, and The Financial Legacy Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alaric charge for financial advice?

Alaric's firm, The Financial Legacy Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Alaric work with clients virtually?

Yes. The Financial Legacy Group says on its website that it works with clients remotely.

### Where is Alaric Spencer based?

Alaric Spencer is based in Charlotte, North Carolina.

### Is Alaric Spencer registered with the SEC?

Yes. Alaric Spencer is registered as an investment adviser representative in NC and TX (CRD 8058109), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Financial Legacy Group manage?

The Financial Legacy Group reports $107.3M across 414 accounts in assets under management.

### How do I contact Alaric Spencer?

Through Alaric's website, www.thefinanciallegacygroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8058109): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.thefinanciallegacygroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.