Firm
The Financial Legacy Group
Charlotte, North Carolina
Fee-only
The Financial Legacy Group at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 141 individual clients, 62 of them high net worth.
- Its average account is about $259,000 (assets it manages divided by its 414 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | thefinanciallegacygroup.com |
| Phone | (704) 469-6614 |
The Financial Legacy Group fees
The Financial Legacy Group 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 | $107 million |
| Individual clients | 79 |
| High-net-worth clients | 62 |
| Accounts managed | 414 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-135420) |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 287632 |