Firm
Financial Legacy Management
Little Rock, Arkansas
Fee-only
Financial Legacy Management at a glance
- One of 46 fee-only firms based in Arkansas in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 2 employees and 447 individual clients, 56 of them high net worth.
- Its average account is about $199,000 (assets it manages divided by its 771 accounts).
Facts
| Based in | Little Rock, Arkansas |
|---|---|
| Website | financiallegacymanagement.com |
| Phone | (501) 224-7526 |
Financial Legacy Management fees
Financial Legacy Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $153 million |
| Individual clients | 391 |
| High-net-worth clients | 56 |
| Accounts managed | 771 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-131149) |
| Financial planning | Offered |
| Form ADV filed | September 29, 2026 |
| SEC record | CRD 136348 |