New Legacy Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$49,666,604
Total clients
139
32% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
139
Average account size
$357,314
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Financial Life Coaching annual retainer fees ranging from $2,500 to $25,000 based on income, net worth, and complexity; initial retainer 25% upfront.
$0 - $500,000: 0.50% $500,001 - $2,500,000: 0.45% $2,500,001 - $5,000,000: 0.40% $5,000,001+: 0.35%
$250 per hour for Financial Review/Project-Specific services.
Minimum fee: $250 minimum quarterly fee for Investment Management; $1,750 minimum quarterly fee for Retirement Plan Consulting Fee-only: Fee-only holistic financial planning, no commissions accepted or paid.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
New Legacy Financial Group, LLC
133 S. Milton Street, Unit C
Smithville OH 44677, United States
Number of offices
1
Forms ADV
Quick links
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