Family Legacy Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
116
9% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
29
Average account size
$0
About
Family Legacy Advisors provides ongoing portfolio management and investment planning primarily for individual clients, along with services for charitable organizations and business entities. The firm documents client goals and risk tolerance in individualized Investment Policy Statements and offers both discretionary and non‑discretionary management with no stated account minimum.
The firm’s investment approach references modern portfolio theory and employs long‑ and short‑term trading across mutual funds, ETFs, equities, fixed‑income securities and real estate funds, including Treasury inflation‑protected securities where appropriate. Client accounts are monitored regularly, with quarterly reporting provided through the custodian.
Distinctive features in the brochure include that the firm’s principals maintain active legal practices and one principal is affiliated with an outside law firm, a relationship the firm discloses as a potential conflict of interest. The brochure also notes the firm may refer clients to other advisers (including a specified third party) with negotiated fee sharing, requires use of particular custodians (Charles Schwab and Fidelity) and assigns all accounts to a single managing partner/Chief Compliance Officer for review.
Client services
Financial planning
Expertise
Wealth management
Real estate investing
Fee options
$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
Main office location
Family Legacy Advisors, LLC
10740 Nall Ave, Suite 158
Overland Park KS 66211, United States
Number of offices
1
Most active in
Family Legacy Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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