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Legacy Finance Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$752,517
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Legacy Finance Group LLC provides portfolio management, financial planning and consulting, and portfolio monitoring to small businesses, individuals, and high‑net‑worth individuals. Its advisory services span discretionary asset management using ETFs, mutual funds, individual stocks and bonds, as well as written financial plans covering retirement, estate, tax, education, real estate analysis and other specialized planning topics.
The firm describes an investment process that combines fundamental, technical and cyclical analysis and employs both long‑ and short‑term purchase strategies, with account reviews at least quarterly and periodic rebalancing. It delivers individualized portfolio management on a discretionary basis and a consultative monitoring option, while financial planning engagements are offered on hourly or flat‑fee terms separate from asset‑based advisory arrangements.
Noteworthy aspects of the brochure include the firm’s explicit work with high‑net‑worth clients and its practice of selecting or referring other advisers and specialists (accountants, attorneys and niche consultants) as part of implementation. The firm also documents participation in custodian‑sponsored educational events and practice‑support programs and offers atypical planning services such as cost‑segregation and corporate‑structure consulting for clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Fee options
Flat fees generally range from $1,500 to $10,000 for financial planning and consulting services
$0 - $500,000: 1.50% >$500,001+: 1.00%
$250 per hour for financial advisors
Account minimum: $50,000 Minimum fee: Generally charge a minimum fee of $1,000 for written financial plans Fee-only: Financial planning and consulting fees charged on an hourly or flat fee basis; hourly rate $250; flat fees range from $1,500 to $10,000
Main office location
Legacy Finance Group LLC
Columbia Station OH, United States
Number of offices
1
Most active in
Legacy Finance Group LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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