Andrew Rogers
Legacy Financial Strategies · Overland Park, Kansas
Andrew Rogers is a fee-only financial advisor at Legacy Financial Strategies in Overland Park, Kansas, who holds the CFP credential. Legacy Financial Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Andrew →
Facts
| Firm | Legacy Financial Strategies |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $952.0M across 2,090 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 6329698 |
| Exams passed | Series 63 (2014) · Series 65 (2014) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.legacykc.com |
How Andrew's firm compares
- Legacy Financial Strategies's average account is about $456,000, from its Form ADV (assets managed divided by 2,090 accounts).
Request an introduction to Andrew
Tell Andrew a little about what you're looking for. Andrew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Andrew
Is Andrew Rogers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Legacy Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Legacy Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Rogers based?
Andrew Rogers is based in Overland Park, Kansas.
What credentials does Andrew Rogers hold?
Andrew Rogers holds the CFP credential.
Is Andrew Rogers registered with the SEC?
Yes. Andrew Rogers is registered as an investment adviser representative in KS and TX (CRD 6329698), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Legacy Financial Strategies manage?
Legacy Financial Strategies reports $952.0M across 2,090 accounts in assets under management.
How do I contact Andrew Rogers?
Through Andrew's website, www.legacykc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
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
- 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.
See something wrong? Request a correction. Read our methodology.