Jacob Watts
Legacy Financial Strategies · Overland Park, Kansas
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.
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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 5154497 |
| Exams passed | Series 63 (2006) · Series 66 (2008) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.legacykc.com |
How Jacob's firm compares
- Legacy Financial Strategies's average account is about $456,000, from its Form ADV (assets managed divided by 2,090 accounts).
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Questions about Jacob
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.
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.
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