Legacy Map Design, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,200,000
Total clients
131
5% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
66
Average account size
$47,328
About
Legacy Map Design provides advisory services to individuals, high‑net‑worth individuals, and business entities, offering portfolio management, financial planning, and business consulting. The firm reports approximately $6.2 million in assets managed on a non‑discretionary basis and prepares individualized Investment Policy Statements to document client goals, risk tolerance, and allocations.
The firm’s investment approach emphasizes modern portfolio theory and long‑term strategies, with tailored asset allocation, asset selection, and quarterly reviews documented in each client’s IPS. Legacy Map Design does not accept investment discretion or directly execute client trades; recommendations are delivered on a non‑discretionary basis and clients retain authority to implement transactions (the brochure notes a recommended custodian).
Compared with many peers, Legacy Map Design discloses a material regulatory event: a consent order with the Kansas Securities Commissioner dated October 1, 2021 for late ADV filings. The brochure also highlights some atypical service elements for a small advisory firm, including advising on private placements and venture capital funds and providing structured business consulting supported by advanced financial analysis.
Client services
Expertise
Fee options
Financial planning fixed fees between $250 and $10,000; Business consulting start-up fee up to $500; business consulting monthly fees $100 to $1,000 after first year
0.90% annually
$150 to $250 per hour for financial planning services; $150 per hour for business consulting after first year
Main office location
Legacy Map Design, LLC
1649 S Butternut St
Wichita KS 67230, United States
Number of offices
1
Most active in
Kansas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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