Legacy Advisory Services, LLC

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Client assets under management

$156,935,534

Clients

123

39% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,275,899

About

Legacy Advisory Services serves individuals — including both high‑net‑worth and non‑HNW clients — as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary investment supervisory and portfolio management services alongside financial planning, overseeing about $156.9 million across roughly 123 client relationships.

The firm emphasizes a tactical allocation approach intended to reduce risk and aim for enhanced performance, combining technical and fundamental analysis and focusing on risk‑adjusted returns using measures such as alpha, beta, r‑squared, standard deviation, and the Sharpe ratio. Legacy invests across a broad set of instruments — including equities, fixed income, options, mutual funds and insurance‑based products such as variable life insurance and variable annuities — and generally manages accounts on a discretionary basis.

Notably, Legacy’s advisory representatives are also registered broker‑dealer representatives and hold life and health insurance licenses, and the firm includes insurance‑based investments and annuities among its recommended instruments, an arrangement less common among similar supported firms. The firm also offers hourly financial planning engagements in addition to AUM‑based management and does not maintain physical custody of client assets, relying on qualified custodians with limited custody arising from fee debit and standing transfer authorizations.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Annuities

Fee options

Percentage

$0 - $500,000: 1.25% $500,001 - $2,499,999: 1.00% $2,500,000+: 0.75%

Project-based

$250 per hour, negotiable in advance

Main office location

Legacy Advisory Services, LLC

658 Exton Commons

Exton PA 19341, United States

Number of offices

Most active in

Florida · Pennsylvania · West Virginia

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 Form ADV Part 3: Client Relationship

Quick links

Website 610-524-6801

Advisors at this firm

Martin G

Series 63, Series 65

Exton, PA

Legacy Advisory Services, LLC

Martin Gruszka is a financial advisor with Legacy Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Fortune Financial Services, Inc. and Ridgeway & Conger, Inc., and is a partner at both Legacy Advisory Services, LLC and Legacy Wealth Management, LLC. Legacy Advisory Services, LLC provides investment supervisory and portfolio management services to individuals, pensions, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy that combines technical and fundamental analysis with a focus on risk-adjusted returns, advising across a broad range of investment instruments.

Retirement income strategy Annuities

Richard W

CFP®, Series 63, Series 65

Exton, PA

Legacy Advisory Services, LLC

Richard Wiedl is a CFP® professional with 27 years of industry experience, currently serving at Legacy Advisory Services, LLC. He has held roles at Fortune Financial Services, Inc., Ridgeway & Conger, Inc., and Legacy Wealth Management, LLC. Wiedl also provides financial planning and investment services through Legacy Advisory Services, contributing approximately 10% of his annual compensation from this activity. Legacy Advisory Services, LLC offers investment supervisory and portfolio management services to individuals, pensions, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy focused on risk-adjusted returns and advises across a broad range of instruments, including equities, fixed income, mutual funds, options, and insurance-wrapped products.

Retirement income strategy Annuities

Adam V

Series 66

Exton, PA

Legacy Advisory Services, LLC

Adam Varrenti III is a financial advisor at Legacy Advisory Services, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Legacy Advisory Services and affiliated entities since 2008. His prior experience includes working at Fortune Financial Services, Inc. since 2018. Legacy Advisory Services, LLC provides investment supervisory and portfolio management services to individuals, pensions, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy that combines technical and fundamental analysis with a focus on risk-adjusted returns across a broad range of investment instruments.

Retirement income strategy Annuities

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