Family Legacy Financial Solutions, LLC

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Client assets under management

$174,530,000

Clients

315

17% high-net worth

Advisors

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Typical

Average account size

$554,063

About

Family Legacy serves individual and high‑net‑worth families, with a client base focused on households planning for and transitioning into retirement. The firm provides financial planning and discretionary investment management alongside licensed insurance and annuity sales, and it is affiliated with a separate tax‑preparation company.

The firm uses an active, model‑based investment approach driven by a proprietary risk‑tolerance system and an internal cross‑check; models vary by account size and can include ETFs, mutual funds, single‑name U.S. equities, managed‑outcome ETFs and options used primarily for risk mitigation. Family Legacy operates its services through a wrap‑fee program administered with a required custodian relationship and also offers discretionary oversight of held‑away retirement accounts via a technology provider.

Compared with many team practices, Family Legacy is notable for sponsoring its own wrap fee program and for selling insurance products as a licensed producer (including occasional recommendations of fixed annuities), which the firm discloses as creating potential conflicts of interest. The firm is family‑run with a small team managing roughly $174.5 million for about 315 clients, maintains an affiliated tax consultancy, and periodically conducts client events and workshops tied to referral networks such as the Dave Ramsey community.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops Book author

Expertise

Early retirement planning Retirement income strategy Annuities Concentrated stock management Private / alternative investments

Demographic focus

Approaching retirement Married/Couples/Partners

Fee options

Fixed

Fixed fee for financial planning, typical minimum $5,000, negotiable, one-time fee.

Percentage

$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.10% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001+: 0.70% annually

Commissions

Commissions earned from insurance product sales; amounts vary and are customary in the insurance marketplace.

Other

Minimum fee: Typical minimum charge of $5,000 for stand-alone financial planning. Fee-only: Investment management fees range from 0.7% to 1.25% annually, negotiable.

Main office location

Family Legacy Financial Solutions, LLC

6501 Weston Pkwy, Suite #300

Cary NC 27513, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Instagram YouTube Website 919-379-9000

Advisors at this firm

Todd I

Series 66

Cary, NC

Family Legacy Financial Solutions, LLC

Todd Iglehart is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC, with 9 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors, Inc. and Mindlance prior to his current role. In addition to his advisory work, he is involved as an independent insurance agent selling health and life products and serves as CFO of an affiliated tax consultancy, Family Legacy Tax Solutions. Family Legacy Financial Solutions primarily serves families planning for and transitioning into retirement, providing financial planning, discretionary investment management, and insurance product recommendations. The firm integrates proprietary risk assessment tools with actively managed model portfolios and operates an affiliated tax-preparation business alongside its licensed insurance services.

Early retirement planning Retirement income strategy Annuities Concentrated stock management Private / alternative investments Approaching retirement Married/Couples/Partners

Zackary B

Series 63, Series 65

Cary, NC

Family Legacy Financial Solutions, LLC

Zackary Budzik is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Fidelity Investments and Triad Financial Advisors. Outside of finance, he has worked with the Carolina Mavericks Baseball Club. Family Legacy Financial Solutions primarily serves families planning for and transitioning into retirement, offering financial planning, discretionary investment management, and insurance product recommendations. The firm uses a combination of proprietary risk assessment tools and actively managed portfolios that include ETFs, mutual funds, and U.S. equities, and it operates an affiliated tax consultancy alongside its investment services.

Early retirement planning Retirement income strategy Annuities Concentrated stock management Private / alternative investments Approaching retirement Married/Couples/Partners

Michael L

CFA®, Series 63

Cary, NC

Family Legacy Financial Solutions, LLC

Michael Lewis is a CFA® charterholder with 26 years of industry experience. He is currently with Family Legacy Financial Solutions, LLC, where he has worked since 2024. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and BNY Mellon Capital Markets, LLC. Lewis serves as a board member of the American Red Cross of Eastern North Carolina. Family Legacy Financial Solutions primarily serves families planning for and transitioning into retirement, offering financial planning, discretionary investment management, and insurance product recommendations. The firm uses a combination of proprietary risk-tolerance systems and actively managed model portfolios, and it operates an affiliated tax consultancy alongside direct insurance sales.

Early retirement planning Retirement income strategy Annuities Concentrated stock management Private / alternative investments Approaching retirement Married/Couples/Partners

Avery K

Series 65

Cary, NC

Family Legacy Financial Solutions, LLC

Avery Knowles is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC, holding a Series 65 designation with over a decade of experience in the financial services industry. Prior to joining Family Legacy Financial Solutions in 2025, Avery worked at Modern Woodman and was involved with the Academic Achieve Center UNGC. Family Legacy Financial Solutions primarily serves families planning for and transitioning into retirement, offering financial planning, discretionary investment management, and insurance product recommendations. The firm utilizes a proprietary risk-tolerance system alongside RightCapital software to create customized portfolio solutions and operates an affiliated tax consultancy as part of its integrated service model.

Early retirement planning Retirement income strategy Annuities Concentrated stock management Private / alternative investments Approaching retirement Married/Couples/Partners

Joshua S

CFP®, Series 63, Series 65

Cary, NC

Family Legacy Financial Solutions, LLC

Joshua Stubbolo is a CFP® with 10 years of industry experience, currently serving as an advisor at Family Legacy Financial Solutions, LLC since 2021. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2021. Outside of his advisory role, he organizes a local networking group through Triangle Tech Net LLC and leads an affiliated tax consultancy, Family Legacy Tax Solutions, as CEO and managing partner. Family Legacy Financial Solutions primarily serves families planning for and transitioning into retirement, offering financial planning, discretionary investment management, and insurance product recommendations. The firm uses a combination of proprietary risk assessment tools and actively managed portfolios, and operates an affiliated tax-preparation business alongside its insurance services.

Early retirement planning Retirement income strategy Annuities Concentrated stock management Private / alternative investments Approaching retirement Married/Couples/Partners

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