Legacy Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$139,169,629
Total clients
216
27% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
72
Average account size
$644,304
About
Legacy Financial Advisors serves individual and high‑net‑worth clients with portfolio management, comprehensive financial planning, and financial institution consulting. As of January 12, 2026 the firm reports $94.6 million in discretionary assets, $44.6 million in non‑discretionary assets, and $37.7 million in assets under advisement across roughly 220 client relationships supported by a three‑advisor team.
The firm implements goals‑based, long‑term investment strategies using multiple model portfolios and periodic reviews, and manages accounts on either a discretionary or non‑discretionary basis depending on client preference. Legacy may select or recommend third‑party managers for particular mandates and typically recommends Schwab for custody, with account monitoring performed at least quarterly.
A distinctive aspect of the firm is that several of its advisors are licensed insurance agents and may offer commissionable insurance products and related advice, a practice the brochure discloses and addresses as a potential conflict of interest. The firm also provides investment consulting to broker‑dealer customers, may receive solicitor fees when referring clients to third‑party managers, and participates in Schwab’s institutional program—arrangements that introduce additional custodial and referral relationships relative to many peers.
Client services
Expertise
Fee options
Fixed fees quoted for longer-term consulting projects, negotiable
$0+: up to 1.50% annually $0+: 0.68% annually for Financial Institution Consulting
Insurance products sold by representatives pay customary commissions; no compensation for sale of securities.
$100 - $350 per hour, depending on negotiation
Account minimum: $250,000 Fee-only: Hourly fees ranging from $100 to $350 per hour; Fixed fees for longer-term consulting projects (amounts negotiable)
Main office location
Legacy Financial Advisors
Saint Simons Island GA, United States
Number of offices
3
Most active in
Georgia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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.
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