# Bryan McCrea

> Bryan McCrea is a fee-only financial advisor at Legacy Financial Independent Advisors in Louisville, Kentucky. Bryan focuses on retirement planning, tax planning and estate & legacy planning. Legacy Financial Independent Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Legacy Financial Independent Advisors
- **Based in:** Louisville, Kentucky
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $484.0M across 2,614 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners, Family wealth transfer
- **Works with:** Founders, Pre-retirees, Retirees, Multi-generational families
- **CRD:** 5830009 (https://adviserinfo.sec.gov/individual/summary/5830009)
- **SEC registration:** Investment adviser representative in KY, TX
- **Exams passed:** Series 63 (2010), Series 65 (2011)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.legacyfia.com

## Frequently asked questions

### Is Bryan McCrea a fee-only financial advisor?

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

### How does Bryan charge for financial advice?

Bryan's firm, Legacy Financial Independent Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Bryan McCrea based?

Bryan McCrea is based in Louisville, Kentucky.

### What does Bryan specialize in?

Bryan's specialties include retirement planning, tax planning, estate & legacy planning, small business owners and family wealth transfer. Bryan works with founders, pre-retirees, retirees and multi-generational families.

### Is Bryan McCrea registered with the SEC?

Yes. Bryan McCrea is registered as an investment adviser representative in KY and TX (CRD 5830009), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Legacy Financial Independent Advisors manage?

Legacy Financial Independent Advisors reports $484.0M across 2,614 accounts in assets under management.

### How do I contact Bryan McCrea?

Through Bryan's website, www.legacyfia.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5830009): 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://legacyfia.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.