Legacy Financial Group

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Client assets under management

$20,078,095

Clients

34% high-net worth

Advisors

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$692,348

About

Legacy Financial Group provides financial planning, asset allocation and portfolio management to individuals — including high‑net‑worth clients — as well as trusts, estates and other entities. Services are delivered through a mix of financial planning engagements, model portfolio implementations, and referrals to third‑party money managers.

The firm’s investment approach centers on model‑based allocation and third‑party platform solutions, using Modern Portfolio Theory as a core framework and relying on SEI and Vision2020 programs for portfolio construction, execution and reporting. Legacy assists clients in selecting and supervising third‑party managers and offers both discretionary and non‑discretionary management across advisor‑managed accounts, mutual fund model programs, and unified managed account structures.

What distinguishes Legacy from many peers is that it acts as a wrap fee program sponsor and portfolio manager across multiple wrap programs (including Vision2020 UMA/Model programs and participation in SEI’s Managed Account Solutions), an arrangement that is relatively uncommon among similarly supported firms. The firm is small by client count but manages about $20 million across three advisors, and some advisory representatives are dually registered with an affiliated broker‑dealer, which affects where and how client accounts and advisory services may be maintained.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Retirement income strategy

Occupation focus

Executive

Demographic focus

Mid-Career Professionals Established Professionals

Fee options

Fixed

Fixed fee for financial planning services ranges from $500 to $15,000 depending on complexity

Percentage

$0 - $249,999: 1.25% $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $1,999,999: 0.50% $2,000,000 - $24,999,999: 0.20% $25,000,000+: 0.20%

Commissions

Advisory representatives may receive commissions from securities and insurance product sales separate from advisory fees

Project-based

Hourly fee ranges from $50 to $750 per hour for financial planning services

Other

Minimum fee: Financial Planning Services fixed fee generally ranges between $1,500 and $5,000; maximum hourly rate of $250 Fee-only: Financial Planning Services can be provided for a fixed fee ($1,500-$5,000) or hourly fee ($50-$750/hour)

Main office location

Legacy Financial Group

19191 South Vermont, Suite 100

Torrance CA 90502, United States

Number of offices

Most active in

Arizona · California · Illinois · Nevada · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

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

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 Website 310-756-1700

Advisors at this firm

Matthew D

Series 66

Torrance, CA

Legacy Financial Group

Matthew Drehs is a financial advisor with Legacy Financial Group in Torrance, CA, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., SagePoint Financial, Inc., and H.D. Vest Advisory Services. Outside of his advisory work, he serves as Chairman of the Finance Board and President for the First Evangelical Lutheran Church of Torrance. Legacy Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, and other entities. The firm offers personalized financial planning, asset allocation, and portfolio management, employing modern portfolio concepts through a combination of mutual funds, ETFs, and other securities, and participates in multiple wrap fee programs and third-party manager arrangements.

Wealth management Retirement income strategy Executive Mid-Career Professionals Established Professionals

Ann C

CFP®, Series 66

Torrance, CA

Legacy Financial Group

Ann Cooper is a Certified Financial Planner® with 12 years of industry experience, currently serving as an investment advisor at Legacy Financial Group. She has worked at Legacy Financial Group since 2015 and previously at SagePoint Financial. Outside of her advisory role, she also researches and presents insurance and annuity information to clients and serves as co-trustee for a family trust. Legacy Financial Group is a seven-advisor firm providing investment advisory and financial planning services to individuals, trusts, estates, and other entities. The firm offers personalized financial planning and portfolio management using model portfolios and third-party money managers, employing modern portfolio concepts and a range of investment vehicles.

Wealth management Retirement income strategy Executive Mid-Career Professionals Established Professionals

Melanie T

CFP®, Series 63, Series 65

Torrance, CA

Legacy Financial Group

Melanie Tanaka is a CFP® professional with over 34 years of experience in financial advising. She is currently with Legacy Financial Group, where she has worked since 2001, and has previous experience at SagePoint Financial, Inc. and Osaic Wealth, Inc. In addition to her advisory role, she provides notary services and sells life and long-term care insurance. Legacy Financial Group, LLC offers personalized investment advisory and financial planning services to individuals, trusts, estates, and other entities. The firm employs modern portfolio concepts and a combination of mutual funds, ETFs, and other securities, delivering both discretionary and non-discretionary management with regular reviews.

Wealth management Retirement income strategy Executive Mid-Career Professionals Established Professionals

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