The Legacy Financial Group, Inc.

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Client assets under management

$588,195,767

Clients

317

50% high-net worth

Advisors

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Low

Average account size

$1,855,507

Client services

Financial planning Portfolio management Pension consulting

Main office location

The Legacy Financial Group, Inc.

1425 E. 41 St Place, Suite 100

Tulsa OK 74105, United States

Number of offices

Most active in

Nebraska · Oklahoma · Texas

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

LinkedIn Facebook Website 918-665-0826

Advisors at this firm

Zachery R

Series 65

Tulsa, OK

The Legacy Financial Group, Inc.

Keegan K

Series 65

Tulsa, OK

The Legacy Financial Group, Inc.

Cooper S

Series 65

Tulsa, OK

The Legacy Financial Group, Inc.

Kevin K

Series 65

Tulsa, OK

The Legacy Financial Group, Inc.

Quentin P

Series 65

Tulsa, OK

The Legacy Financial Group, Inc.

James K

CFP®, Series 63, Series 66

Tulsa, OK

The Legacy Financial Group, Inc.

Hayden H

Series 65

Tulsa, OK

The Legacy Financial Group, Inc.

Lydia C

CFP®, Series 66

Tulsa, OK

The Legacy Financial Group, Inc.

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