Alaric Spencer
The Financial Legacy Group · Charlotte, North Carolina
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.
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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 |
| Assets under management | $107.3M across 414 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 8058109 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.thefinanciallegacygroup.com |
How Alaric's firm compares
- The Financial Legacy Group's average account is about $259,000, from its Form ADV (assets managed divided by 414 accounts).
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Questions about Alaric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- The Financial Legacy Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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