Firm
Legacy Family Office
Bonita Springs, Florida
Fee-only
Facts
| Based in | Bonita Springs, Florida |
|---|---|
| Website | legacyfamilyoffice.com |
| [email protected] | |
| Phone | (239) 949-1982 |
Legacy Family Office fees
Legacy Family Office 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 | Fixed fees |
|---|---|
| Assets managed | $65 million |
| Individual clients | 4 |
| Financial planning | Offered |
| Form ADV filed | September 10, 2026 |
| SEC record | CRD 147160 |