Firm
Legs Financial
Greensboro, North Carolina
Fee-only
Legs Financial at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 1 individual clients, 1 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 1 accounts).
- Its ongoing planning fee starts at $7,200 a year, above the North Carolina median of $4,500.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Greensboro, North Carolina |
|---|---|
| Website | legsfinancial.com |
| [email protected] | |
| Phone | (336) 265-6252 |
Legs Financial 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.
| Ongoing planning | From $7,200 a year |
|---|---|
| One-time plan | From $3,600 |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$7,200 /year" source
"The Ascent Map $3,600" source
"No commissions. No minimum account size." source
"Our flat fee is quoted upfront based on how complex your situation is, not the size of your portfolio." 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 0 |
| High-net-worth clients | 1 |
| Accounts managed | 1 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 331204 |