Advisor at Legacy Financial Services Group, Inc.
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
Legacy Financial Services Group, Inc.
Location
Saint Johns, FL
Credentials
Series 63, Series 65
Industry experience
14 years
Kelly Kazmierski is a financial advisor with Legacy Financial Services Group, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Legacy Financial Services Group since 2004. Kazmierski is also an independent insurance agent selling fixed annuities, long-term care, whole, and term life insurance. Legacy Financial Services Group is a fee-based investment adviser providing discretionary portfolio management and comprehensive financial planning to individuals, trusts, pension, and institutional clients. The firm employs a strategic asset-allocation framework with global diversification and quarterly rebalancing, guided by customized Investment Policy Statements.
Based on Legacy Financial Services Group, Inc.
$0 - $249,000: 1.75% (if accepted conditionally) $250,000 - $499,999: 1.50% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $4,999,999: 0.70% $5,000,000+: Determined at Engagement
Certain associated persons earn commissions from insurance product sales separate from advisory fees
Account minimum: $250,000 Fee-only: Fee based on a percentage of assets under management according to tiered schedule; no commissions for investment management services
Saint Johns, FL
Florida · Michigan
Legacy Financial Services Group, LLC
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 66, Series 7
St. Johns, FL
FIFTH THIRD SECURITIES, Inc.
As a financial advisor, Jacob's philosophy is rooted in building lasting relationships based on trust, integrity, and personalized service. Taking a holistic approach to financial planning, Jacob understands each client has unique goals and circumstances. This provides the opportunity to create tailored solutions that align with clients' long-term objectives. Jacob's commitment is to serve as a dedicated partner in clients' financial journeys, working tirelessly towards their prosperity and peace of mind. He has worked at Fifth Third Bank and Fifth Third Securities since 2024, with prior roles at Cetera Investment Advisors LLC and Regions Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.
CFP®, Series 63, Series 65
Saint Johns, FL
Create Wealth Financial Planning LLC
CFP®
St. Augustine, FL
Palm Valley Wealth Management LLC
Hunter Kelly, CFP® is the founder of Palm Valley Wealth Management. Hunter has dedicated his career to helping clients achieve genuine financial planning that is advice-driven rather than product-driven. His approach is to take a holistic view of each client's unique story and provide strategic advice based on their goals and values. Hunter spent six years working with clients directly at a large traditional firm, earning his CERTIFIED FINANCIAL PLANNER™ designation along the way. Today, he resides in St. Augustine, Florida with his wife, Emily, and their two children, Lucas and Leah. In his free time, he enjoys grilling, spending time outdoors with his family, and socializing with friends.
Series 63, Series 65
Saint Johns, FL
Riverwood Capital Advisors, LLC
CFP®, Series 63, Series 65
St. Johns, FL
Marian Financial Services, Inc.
Series 63, Series 65
Jacksonville, FL
JLP Investments
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