Advisor at Family Legacy Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Family Legacy Advisors, LLC
Location
Overland Park, KS 66211
Credentials
Series 65, Series 66
Industry experience
10 years
Jeffrey Easterday is a financial advisor at Family Legacy Advisors, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Family Legacy Advisors since 2022. He is also a partner at the law firm of Parman & Easterday. Family Legacy Advisors provides portfolio management and investment planning primarily for individual clients, as well as charitable organizations and business entities. The firm uses a modern portfolio theory-based approach with both discretionary and non-discretionary management, monitoring accounts regularly and providing quarterly reporting.
$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
Family Legacy Advisors, LLC
2022 - Present (4 years)
Epiphany Financial Coaching
2021 - 2022 (1 year)
Parman and Associates
1994 - Present (32 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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Series 65
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