LEGACY FINANCIAL STRATEGIES, LLC
SEC Form ADV profile.
Total regulatory AUM
$952,034,437
Discretionary
$795,223,669
Non-discretionary
$156,810,768
Firm details
- CRD number
- 283553
- SEC file number
- 801-107930
- Main office
- OVERLAND PARK, KS, United States
- Employees
- 16
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.