Patrick Stuhr is a registered investment advisor at Legacy 401k Partners, LLC, based in Grapevine, TX, with 16 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 19 clients.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
One-Time Plan:$5,000 - $100,000
Hourly Rate:$100 - $350/hr
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Location
1785 State Hwy 26, Suite 200, Grapevine, TX, 76051
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Legacy 401k Partners, LLC
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
Isc Advisors, INC.
April 2013 - August 2015 · 2 yrs 4 mos
Institutional Securities Corporation
March 2010 - December 2013 · 3 yrs 9 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.