Legacy Financial Strategies, LLC at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 13 advisors are listed here; 10 of 13 hold the CFP.
- Its Form ADV reports 16 employees and 635 individual clients, 304 of them high net worth.
- Its average account is about $456,000 (assets it manages divided by its 2,090 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | legacykc.com |
| [email protected] | |
| Phone | (913) 403-0600 |
Questions about Legacy Financial Strategies, LLC
How is Legacy Financial Strategies, LLC paid?
Legacy Financial Strategies, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Legacy Financial Strategies, LLC have in the Wellspent public graph?
The Wellspent public graph lists 13 advisors at Legacy Financial Strategies, LLC, and 10 hold the CFP.
What is the average account at Legacy Financial Strategies, LLC?
Legacy Financial Strategies, LLC's average account is about $456,000. That's the assets on its Form ADV divided by its 2,090 accounts.
Legacy Financial Strategies, LLC fees
Legacy Financial Strategies, LLC 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 | $952 million |
| Individual clients | 331 |
| High-net-worth clients | 304 |
| Accounts managed | 2,090 |
| Employees | 16 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-107930) |
| Financial planning | Offered |
| Form ADV filed | July 21, 2026 |
| SEC record | CRD 283553 |