Michael Wren
Michael Wren is a CFP-designated registered investment advisor at Legacy Financial Strategies, LLC, based in Overland Park, KS, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 696 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Legacy may have previously negotiated fee arrangements with current clients that are no longer offered to new clients. Accounts under the Legacy Next program are billed at an annual rate of up to 1.50%.
Fee Estimator
Contact
Michael Wren
Location
5400 Colllege Blvd., Ste. A, Overland Park, KS, 66211
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Michael is a principal and investment adviser representative at Legacy Financial Strategies, LLC, dedicating most of his time to this role. He also works as a certified financial planner and insurance producer for the same company, and was previously a director for the Financial Planning Association of Greater Kansas City.
Employment History
Current Registrations
Legacy Financial Strategies, LLC
Previous Registrations
Legacy Financial Strategies, LLC
Ameriprise Financial Services, INC.
State Registrations2 states
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
Additional Information
Mike graduated from Seaton Hall University in 2001. Because of his interest in what makes us all behave as we do, he majored in social and behavioral science. His understanding of why and how decisions are made gives him a valuable perspective on financial management that few other advisors possess.