Firm
Legacy Financial Designs, LLC
The Woodlands, Texas
Fee-only
Legacy Financial Designs, LLC 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 49 individual clients, 7 of them high net worth.
- Its average account is about $138,000 (assets it manages divided by its 225 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | The Woodlands, Texas |
|---|---|
| Website | legacyfd.com |
Legacy Financial Designs, 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 |
|---|
In the firm's words
"No asset minimums." 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 | $31 million |
| Individual clients | 42 |
| High-net-worth clients | 7 |
| Accounts managed | 225 |
| Employees | 3 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | August 31, 2026 |
| SEC record | CRD 314338 |