Advisor at Legacy Financial Advisors
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 Advisors
Location
Saint Simons Island, GA
Credentials
Series 65
Industry experience
1 year
Kyle Holland is a financial advisor at Legacy Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Southeastern Bank for 11 years. Outside of his advisory role, Kyle provides strategic and technical business consulting through Cloverfield Group LLC. Legacy Financial Advisors serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and financial institution consulting. The firm employs goals-based, long-term investment strategies using multiple model portfolios and manages accounts on both discretionary and non-discretionary bases.
Based on Legacy Financial Advisors
Based on Legacy Financial Advisors
Fixed fees quoted for longer-term consulting projects, negotiable
$0+: up to 1.50% annually $0+: 0.68% annually for Financial Institution Consulting
Insurance products sold by representatives pay customary commissions; no compensation for sale of securities.
$100 - $350 per hour, depending on negotiation
Account minimum: $250,000 Fee-only: Hourly fees ranging from $100 to $350 per hour; Fixed fees for longer-term consulting projects (amounts negotiable)
Saint Simons Island, GA
Georgia
Legacy Financial Advisors LLC
2024 - Present (2 years)
Southeastern Bank
2013 - 2024 (11 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.
Series 65
Saint Simons Island, GA
Saunders Investment Management LLC
Series 63, Series 65
St. Simons Island, GA
Dubois Wealth Management, LLC
Series 63, Series 65
Saint Simons Island, GA
Island Asset Management, LLC
Series 66
Saint Simons Island, GA
Legacy Financial Advisors
Series 63, Series 65
Saint Simons Island, GA
Legacy Financial Advisors
Series 63, Series 65
St. Simons Island, GA
Safe Harbor Fiduciary, LLC
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