A complete list of active advisors currently associated with Financial Legacy Management, NC.

Warmer can help you find a great advisor at Financial Legacy Management, NC. or one who fits your needs even better.

Financial Legacy Management, Inc. provides personalized, fee-only financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses, managing approximately $155 million for about 350 clients. The firm does not accept commissions or sell financial products and places client assets with third‑party custodians while executing trades under a limited power of attorney. The firm employs a strategic asset‑allocation, core‑and‑satellite approach that emphasizes passive index and ETF core holdings supplemented by active funds where appropriate, and documents client goals in investment policy statements with quarterly reviews. It offers multiple engagement models — ongoing portfolio management billed as a percentage of assets, standalone fixed‑fee financial plans, hourly planning, and retainer arrangements — and accepts client‑imposed investment restrictions while managing accounts on a discretionary basis. Distinctive for its category, the firm combines fee‑only advice with an uncommon mix of fee structures (fixed, hourly, retainer and percentage‑of‑AUM) and a focus on high‑net‑worth individual accounts subject to a stated account minimum. Financial Legacy does not serve as a private fund adviser, does not vote client proxies, and routinely provides net worth statements and periodic written reporting.

To learn more about the advisors currently working at Financial Legacy Management, NC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.