Sheree Bollinger
Legacy Financial Independent Advisors · Louisville, Kentucky
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.
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Specialties
Who they serve
- Founders
- Pre-retirees
- Retirees
- Multi-generational families
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 |
| Assets under management | $484.0M across 2,614 accounts |
| SEC registration | Investment adviser representative in KY · CRD 1437851 |
| Exams passed | Series 63 (1986) · Series 65 (1996) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.legacyfia.com |
| Profile |
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Questions about Sheree
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Legacy Financial Independent Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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