Advisor at Family Legacy Advisors, LLC
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Firm
Family Legacy Advisors, LLC
Location
Overland Park, KS 66211
Credentials
Series 65
Industry experience
4 years
Herman Joseph Esry is a financial advisor at Family Legacy Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Epiphany Financial Coaching, Parman and Associates, and Kozeny And McCubbin. Outside of his advisory role, he is an owner of Waypoint Coffee Co in Kansas City, KS, a business he operates with his father-in-law, and he maintains an active legal practice as an attorney. Family Legacy Advisors provides portfolio management and investment planning primarily for individual clients, as well as services for charitable organizations and business entities. The firm employs an investment approach based on modern portfolio theory, utilizing a range of securities and offering both discretionary and non-discretionary management tailored to client goals and risk tolerance.
$0+: Up to 1.40% $0 - $1,000,000: 1.40% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.50%
Fee-only: Negotiable fees up to 1.40% annually
10740 Nall Ave, Suite 158
Overland Park, KS 66211
Kansas · Missouri
Family Legacy Advisors, LLC
2022 - Present (4 years)
Epiphany Financial Coaching
2021 - 2022 (1 year)
Parman and Associates
2017 - Present (9 years)
Kozeny And McCubbin
2015 - 2017 (2 years)
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Bank
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Fund sponsor
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Accountant / CPA / tax prep
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFP®, Series 66
Overland Park, KS
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