# Michael Wren

> Michael Wren 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/michael-wren/
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:** 4417398 (https://adviserinfo.sec.gov/individual/summary/4417398)
- **SEC registration:** Investment adviser representative in KS, TX
- **Exams passed:** Series 63 (2001), Series 66 (2008)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** http://www.legacykc.com

## Frequently asked questions

### Is Michael Wren a fee-only financial advisor?

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

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

### Where is Michael Wren based?

Michael Wren is based in Overland Park, Kansas.

### What credentials does Michael Wren hold?

Michael Wren holds the CFP credential.

### Is Michael Wren registered with the SEC?

Yes. Michael Wren is registered as an investment adviser representative in KS and TX (CRD 4417398), 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 Michael Wren?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4417398): 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.