Firm
Legacy Builders Financial
Folsom, California
Fee-only
Legacy Builders Financial at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 27 individual clients, 3 of them high net worth.
- Its average account is about $188,000 (assets it manages divided by its 73 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Folsom, California |
|---|---|
| Website | legacybuildersfinancial.com |
Legacy Builders Financial 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.
| Ongoing planning | From $3,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Fees: $250/month" 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 | 24 |
| High-net-worth clients | 3 |
| Accounts managed | 73 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 289988 |