Firm
Defining Legacy Financial Advisors LLC
Greensboro, North Carolina
Fee-only
Defining Legacy Financial Advisors LLC at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 38 individual clients, 3 of them high net worth.
- Its average account is about $74,000 (assets it manages divided by its 184 accounts).
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Greensboro, North Carolina |
|---|---|
| Website | defininglegacyadvisors.com |
Defining Legacy Financial Advisors LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"With no investment minimums, a relationship with us isn’t contingent on all your assets being under our umbrella." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $14 million |
| Individual clients | 35 |
| High-net-worth clients | 3 |
| Accounts managed | 184 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 299537 |