Legacy Financial Strategies, LLC
Overland Park, KS·SEC-registered · CRD #283553
Legacy Financial Strategies, LLC is an SEC-registered investment advisory firm in Overland Park, KS managing $952M across 2.2k client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$952M
Client accounts
2.2k
Advisory staff
12
Fee model
Fee-based
How Legacy Financial Strategies, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Legacy Financial Strategies, LLC
How much does Legacy Financial Strategies, LLC manage?
Per its most recent SEC Form ADV filing (02/24/2026), Legacy Financial Strategies, LLC reports $952M in regulatory assets under management across roughly 2.2k client accounts.
How does Legacy Financial Strategies, LLC charge?
Legacy Financial Strategies, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Legacy Financial Strategies, LLC a fiduciary?
Yes. Legacy Financial Strategies, LLC is registered with the U.S. Securities and Exchange Commission (CRD #283553), 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 Strategies, LLC 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 Strategies, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Overland Park, KS
Profile compiled from Legacy Financial Strategies, LLC's public SEC Form ADV filing (CRD #283553, filed 02/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Legacy Financial Strategies, LLC. 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 Strategies, LLC? Claim this profile.