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Advisor

Skyler Denny

Legacy Financial Designs, LLC · The Woodlands, Texas

Skyler Denny is a fee-only financial advisor at Legacy Financial Designs, LLC in The Woodlands, Texas, who holds the CFP credential. Skyler focuses on retirement planning and small business owners. Legacy Financial Designs, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFP

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Specialties

Who they serve

  • Pre-retirees
  • HENRY (High Earners, Not Rich Yet)
  • Early-career professionals

Facts

FirmLegacy Financial Designs, LLC
Based in The Woodlands, Texas
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Fees (firm's website)No asset minimum
Accepting new clientsYes
Assets under management$31.0M across 225 accounts
CredentialsCFP
SEC registration Investment adviser representative in LA, TX · CRD 6737178
Firm size3 employees
Disclosures None reported
Websitelegacyfd.com

How Skyler's firm compares

  • Legacy Financial Designs, LLC's average account is about $138,000, from its Form ADV (assets managed divided by 225 accounts).

What fee-only advisors charge in Texas

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Tell Skyler a little about what you're looking for. Skyler isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Skyler

Is Skyler Denny a fee-only financial advisor?

Yes. Skyler Denny is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Skyler's firm.

How does Skyler charge for financial advice?

Skyler's firm, Legacy Financial Designs, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

How much does Skyler charge?

According to Legacy Financial Designs, LLC's website, checked October 28, 2026: no asset minimum.

Where is Skyler Denny based?

Skyler Denny is based in The Woodlands, Texas.

What does Skyler specialize in?

Skyler's specialties include retirement planning and small business owners. Skyler works with pre-retirees, HENRY (High Earners, Not Rich Yet) and early-career professionals.

What credentials does Skyler Denny hold?

Skyler Denny holds the CFP credential.

Is Skyler Denny registered with the SEC?

Yes. Skyler Denny is registered as an investment adviser representative in LA and TX (CRD 6737178), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How much does Legacy Financial Designs, LLC manage?

Legacy Financial Designs, LLC reports $31.0M across 225 accounts in assets under management.

How do I contact Skyler Denny?

Through Skyler's website, legacyfd.com.

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

Other fee-only advisors in The Woodlands

Other advisors in Texas who focus on retirement planning

Where this information comes from

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