American Family Legacy Group

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Client assets under management

$44,704,712

Clients

112

29% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$399,149

About

American Family Legacy Group serves individual clients (including high‑net‑worth households), as well as corporations, trusts, estates and pension/profit‑sharing plans, managing roughly $44 million across about 112 client relationships and three advisors. The firm provides discretionary investment management on both wrap and non‑wrap fee bases, together with financial planning and consulting services and advice on private placements.

The firm applies a fundamentals‑based investment process with a tactical asset allocation overlay, employing mutual funds, ETFs, individual equities, municipal and corporate debt, and options strategies, and may allocate portions of portfolios to unaffiliated independent managers. It uses a third‑party sub‑advisor and asset management platform for portfolio implementation and billing, treats cash as an asset class, recommends custodians such as Charles Schwab or Interactive Brokers, and limits discretionary cryptocurrency exposure to exchange‑traded vehicles or separate managers (client authorization required).

Noteworthy features relative to peers include maintaining five offices (an uncommon footprint for supported firms) and sponsoring its own wrap fee program while also participating in unaffiliated wrap programs. The firm’s brochure also discloses past regulatory settlements with Florida and Oklahoma related to safekeeping and disclosure issues involving a now‑defunct private fund (settlements totaling $26,000 and $10,000), matters the firm reports as resolved and disclosed to prospective clients.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Flat one-time fees for financial planning services typically ranging from $250 to $25,000

Percentage

$0 - $500,000: 2.50% $500,000 - $999,999: 1.95% $1,000,000 - $1,999,999: 1.75% $2,000,000 - $2,999,999: 1.65% $3,000,000+: 1.50%

Project-based

Negotiable hourly fee up to $300 per hour for financial planning and consulting services

Other

Fee-only: 0.50% to 1.50% annually on non-wrap fee basis, negotiable hourly rate up to $300/hour, flat fees ranging from $250 to $25,000 for financial planning/consulting

Main office location

American Family Legacy Group

3030 N Rocky Point Dr W, Suite 150

Tampa FL 33607, United States

Number of offices

Most active in

Florida · Oklahoma · Texas

Disclosures

Business activities & affiliations

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 405-245-8340

Advisors at this firm

Wayne F

Series 63, Series 65, Series 66

Tampa, FL

American Family Legacy Group

Wayne Fernow is a financial advisor with American Family Legacy Group in Oklahoma City, OK, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at American Private Equity, LLC and Aflg Insurance prior to his current role, which he has held since 2012. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services for individuals, trusts, businesses, and pension or profit-sharing plans. The firm manages approximately $38 million in discretionary assets, serves fewer than 100 clients, and operates five offices with three advisors.

Options & derivatives strategies Private / alternative investments

Thomas K

CFP®, ChFC®, Series 66

Tampa, FL

American Family Legacy Group

Thomas Knightly is a financial advisor at American Family Legacy Group in Clearwater, FL, holding CFP® and ChFC® designations along with a Series 66 license. He has 38 years of industry experience and has been with American Family Legacy Group since 2013. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services to individuals, trusts, businesses, and pension or profit-sharing plans. The firm manages approximately $38 million in discretionary assets, serving under 100 clients through three advisors across five offices, and employs a combination of fundamental analysis and tactical asset allocation in its investment approach.

Options & derivatives strategies Private / alternative investments

Neil S

Series 65

Tampa, FL

American Family Legacy Group

Neil Scott is a financial advisor at American Family Legacy Group with five years of industry experience. He holds a Series 65 designation and has prior work experience at Verizon/GTE Data Services and Lions and Tigers Software, LLC. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services to individuals, trusts, businesses, and pension or profit-sharing plans. The firm uses a combination of fundamental analysis and tactical asset allocation across various investment vehicles and operates multiple offices while managing roughly $38 million in discretionary assets.

Options & derivatives strategies Private / alternative investments

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