Legacy Advisory Network, LLC

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Client assets under management

Clients

Advisors

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

—

About

Legacy Advisory Network, LLC provides wealth management and financial planning services to individuals and high‑net‑worth clients, generally requiring a $500,000 account minimum (subject to waiver). The firm does not directly manage client assets; instead it refers clients to unaffiliated third‑party investment advisers (TPIAs) who implement and execute portfolios.

The firm’s process begins with a personalized financial plan that guides asset allocation and the selection of TPIAs, and Legacy conducts ongoing monitoring of those managers for performance, style drift, and alignment with client objectives. Legacy does not bill client accounts directly or report regulatory assets under management and does not charge a standalone percentage‑of‑AUM fee; it receives a negotiated portion of the advisory fees paid to recommended TPIAs.

Distinctive features in the firm’s disclosures include a 2015 regulatory fine involving a principal related to annuity paperwork and credential representations, and a recent (March 2026) amendment adding material disclosure about risks from the use of artificial‑intelligence tools. The firm’s principals are also licensed insurance agents who may earn commissions on insurance sales—a potential conflict the brochure discloses—and Legacy states it does not accept performance‑based fees or act as custodian for client assets.

Client services

Financial planning Selection of other advisers

Expertise

General retirement planning Wealth management Cash flow / budgeting General estate planning guidance Medicare planning

Fee options

Commissions

Certain associated persons earn commissions for selling insurance products, separate from advisory fees.

Other

Account minimum: $500,000

Main office location

Legacy Advisory Network, LLC

6315 Emerald Parkway

Dublin OH 43016, United States

Number of offices

Most active in

Florida · North Carolina · Ohio · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

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

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.

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 Instagram Website 614-336-7660

Advisors at this firm

Gregory T

Series 65

Dublin, OH

Legacy Advisory Network, LLC

Gregory Taylor is a financial advisor at Legacy Advisory Network, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Claraphi Advisory Network, Central Ohio Retirement Institute, and Retirement Wealth Advisors. In addition to his advisory role, he is involved in insurance sales and life insurance annuities through Legacy Wealth Partners. Legacy Advisory Network provides wealth management and financial planning services primarily for individual and high-net-worth clients. The firm focuses on developing financial plans and investment recommendations, introducing clients to and monitoring third-party investment advisers rather than managing portfolios directly.

General retirement planning Wealth management Cash flow / budgeting General estate planning guidance Medicare planning

Brent R

Series 63, Series 65

Dublin, OH

Legacy Advisory Network, LLC

Brent Ries is a financial advisor with Legacy Advisory Network, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Legacy Advisory Network in 2022, he worked at Nationwide Investment Services Corporation for 11 years. He is also an independent insurance agent licensed in accident & health, life, and variable insurance. Legacy Advisory Network primarily provides wealth management and financial planning services to individual and high-net-worth clients. The firm focuses on developing financial plans and investment recommendations and introduces clients to unaffiliated third-party investment advisers, overseeing their selection and monitoring rather than managing portfolios directly.

General retirement planning Wealth management Cash flow / budgeting General estate planning guidance Medicare planning

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