Legacy Financial Advisors
Legacy Financial Advisors LLC is a fee only financial planning and investment advisory firm that provides these services on an hourly basis. Portfolios are constructed on an individualized basis, looking at all accounts with attention to cost efficiency, tax efficiency and long term performance. There are no minimums. Clients return for portfolio rebalancing and as needed for financial planning issues. Advice is offered for selection of retirement plans and investment offerings within plans. Each year fewer new clients are accepted.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.