Legacy Financial Group
Des Moines, IA·SEC-registered · CRD #154927
Legacy Financial Group is an SEC-registered investment advisory firm in Des Moines, IA managing $1.0B across 4.2k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.0B
Client accounts
4.2k
Advisory staff
11
Fee model
Fee-only
How Legacy Financial Group is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Legacy Financial Group
How much does Legacy Financial Group manage?
Per its most recent SEC Form ADV filing (05/18/2026), Legacy Financial Group reports $1.0B in regulatory assets under management across roughly 4.2k client accounts.
How does Legacy Financial Group charge?
Legacy Financial Group is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Legacy Financial Group a fiduciary?
Yes. Legacy Financial Group is registered with the U.S. Securities and Exchange Commission (CRD #154927), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Legacy Financial Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Legacy Financial Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Des Moines, IA
Profile compiled from Legacy Financial Group's public SEC Form ADV filing (CRD #154927, filed 05/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Legacy Financial Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Legacy Financial Group? Claim this profile.