Firm
Legacy Chief Financial
The Woodlands, Texas
Fee-only
Legacy Chief Financial at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 72 individual clients, 43 of them high net worth.
- Its average account is about $313,000 (assets it manages divided by its 336 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | The Woodlands, Texas |
|---|---|
| Website | legacycfo.com |
| [email protected] | |
| Phone | (552) 676-1221 |
Legacy Chief Financial fees
Legacy Chief Financial 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 |
|---|---|
| Assets managed | $105 million |
| Individual clients | 29 |
| High-net-worth clients | 43 |
| Accounts managed | 336 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-135513) |
| Financial planning | Offered |
| Form ADV filed | April 8, 2026 |
| SEC record | CRD 300873 |