Legend Financial Advisors, Inc. at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 11 employees and 215 individual clients, 117 of them high net worth.
- Its average account is about $1.8 million (assets it manages divided by its 219 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Pittsburgh, Pennsylvania |
|---|---|
| Website | legend-financial.com |
| [email protected] | |
| Phone | (412) 635-9210 |
Questions about Legend Financial Advisors, Inc.
How much does Legend Financial Advisors, Inc. charge?
Legend Financial Advisors, Inc. publishes these prices: asset-based fee: 0.9% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Legend Financial Advisors, Inc. paid?
Legend Financial Advisors, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Legend Financial Advisors, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Legend Financial Advisors, Inc., and 2 hold the CFP.
What is the average account at Legend Financial Advisors, Inc.?
Legend Financial Advisors, Inc.'s average account is about $1.8 million. That's the assets on its Form ADV divided by its 219 accounts.
Legend Financial Advisors, Inc. 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.
| Asset-based fee | 0.9% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
".9000% on the first $500,000.00;" source
"Our investment Management fee depends upon the amount of investment assets managed." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $390 million |
| Individual clients | 98 |
| High-net-worth clients | 117 |
| Accounts managed | 219 |
| Employees | 11 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-44704) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 108207 |