Acadia Legacy Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$133,192,237
Clients
45
40% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
TypicalAverage account size
$2,959,827
About
Acadia Legacy Group provides financial planning, discretionary asset management, consulting and family office services to individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm acts as a fiduciary and delivers tailored financial plans and ongoing portfolio oversight, commonly charging percentage‑of‑assets fees and using qualified custodians for account reporting.
Its investment process emphasizes fundamental analysis and a long‑term, buy‑and‑hold orientation, with discretionary asset allocation and rebalancing guided by each client’s net worth, risk tolerance and objectives. The adviser typically executes trades through recommended custodians (frequently Charles Schwab), provides quarterly custodial reports, and will advise clients who elect limited exposure to digital assets while not recommending such holdings.
Distinctive features include a separately negotiated family office capability—covering administrative support, trust and entity management, family governance, cash and liquidity coordination across multiple entities, and 1031 exchange consulting—offered when client complexity warrants it. The principal holds multiple advanced credentials (CFA, CFP, CIMA and a JD), and the firm manages roughly $133 million in discretionary assets for a compact client roster with customized engagement arrangements.
Client services
Financial planning
Portfolio management
Family office services
Expertise
Wealth management
Family Business
Fee options
Financial Planning flat fees vary by client; Family Office Services flat fees range from $10,000 to $350,000 annually, billed quarterly
$0 - $10 Million: 0.75% Amounts in excess of $10 Million - $25 Million: 0.60% Amounts in excess of $25 Million - $50 Million: 0.50% Amounts in excess of $50 Million+: 0.40%
$100 to $350 per hour for Financial Planning services
Fee-only: Financial Planning: flat fees vary by client; Hourly rates $100 to $350 per hour; Family Office Services: flat fee $10,000 to $350,000 (negotiated)
Main office location
Acadia Legacy Group
1820 Nw 118 Th Street, Ste 110
Clive IA 50325, United States
Number of offices
1
Most active in
Acadia Legacy Group has reported serving >5 clients in these states in the last 12 months.
Iowa
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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Lawyer
They provide legal services, typically billed separately.
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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.
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