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Advisor

Margaret Logue

Financial Legacy Management · Little Rock, Arkansas

Margaret Logue is a fee-only financial advisor at Financial Legacy Management in Little Rock, Arkansas. Financial Legacy Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmFinancial Legacy Management
Based in Little Rock, Arkansas
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Accepting new clientsYes
Assets under management$153.1M across 771 accounts
SEC registration Investment adviser representative in AR · CRD 2939540
Exams passedSeries 63 (1997) · Series 65 (1997)
Firm size2 employees
Disclosures Reported; see the SEC record
Websitewww.financiallegacymanagement.com

How Margaret's firm compares

  • Financial Legacy Management's average account is about $199,000, from its Form ADV (assets managed divided by 771 accounts).

What fee-only advisors charge

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Questions about Margaret

Is Margaret Logue a fee-only financial advisor?

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

How does Margaret charge for financial advice?

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

Where is Margaret Logue based?

Margaret Logue is based in Little Rock, Arkansas.

Is Margaret Logue registered with the SEC?

Yes. Margaret Logue is registered as an investment adviser representative in AR (CRD 2939540), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does Financial Legacy Management manage?

Financial Legacy Management reports $153.1M across 771 accounts in assets under management.

How do I contact Margaret Logue?

Through Margaret's website, www.financiallegacymanagement.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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