# Jacob Watts

> Jacob Watts 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.

Page: https://find.wellspent.co/advisors/jacob-watts/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $952.0M across 2,090 accounts
- **Credentials:** CFP
- **CRD:** 5154497 (https://adviserinfo.sec.gov/individual/summary/5154497)
- **SEC registration:** Investment adviser representative in KS, TX
- **Exams passed:** Series 63 (2006), Series 66 (2008)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** http://www.legacykc.com

## Frequently asked questions

### Is Jacob Watts a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob 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 Jacob charge for financial advice?

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

### Where is Jacob Watts based?

Jacob Watts is based in Overland Park, Kansas.

### What credentials does Jacob Watts hold?

Jacob Watts holds the CFP credential.

### Is Jacob Watts registered with the SEC?

Yes. Jacob Watts is registered as an investment adviser representative in KS and TX (CRD 5154497), 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 Jacob Watts?

Through Jacob's website, www.legacykc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5154497): 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

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