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
Industry experience
3 years
Sarah Yao is a financial advisor at Family Legacy Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Family Legacy Advisors since 2022. In addition to her advisory role, she works for an estate planning law firm where she manages marketing and event planning and provides paralegal support. Family Legacy Advisors offers portfolio management and investment planning services primarily for individual clients, as well as charitable organizations and business entities, utilizing a strategy based on modern portfolio theory with a range of investment vehicles and regular account monitoring.
$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)
Parman & Easterday
2019 - Present (7 years)
Bridge of Hope Community Church
2013 - 2018 (5 years)
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Is active or affiliated with:
Lawyer
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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.
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.
CFP®, Series 66
Overland Park, KS
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Series 65
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