# Sheree Bollinger

> Sheree Bollinger is a fee-only financial advisor at Legacy Financial Independent Advisors in Louisville, Kentucky. Sheree 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/sheree-bollinger/
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:** 1437851 (https://adviserinfo.sec.gov/individual/summary/1437851)
- **SEC registration:** Investment adviser representative in KY
- **Exams passed:** Series 63 (1986), Series 65 (1996)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.legacyfia.com

## Frequently asked questions

### Is Sheree Bollinger a fee-only financial advisor?

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

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

### Where is Sheree Bollinger based?

Sheree Bollinger is based in Louisville, Kentucky.

### What does Sheree specialize in?

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

### Is Sheree Bollinger registered with the SEC?

Yes. Sheree Bollinger is registered as an investment adviser representative in KY (CRD 1437851), 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 Sheree Bollinger?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1437851): 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

---

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