Blake Stanley
Blake Stanley is a CFP-designated registered investment advisor at Legacy Advisory Limited Company, based in Overland Park, KS, with 13 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 151 clients with $100M 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 $1.0M | 1.35% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable based on account size and investment strategies. Some fixed index annuities are included in fee calculations while others are excluded.
Fee Estimator
Location
10561 Barkley, Suite 610, Overland Park, KS, 66212
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
Blake is a member of Legacy Practice Transitions, LLC, consulting on mergers and acquisitions of dental practices, dedicating about a quarter of his time. Blake is also an independent insurance agent and broker, selling insurance products as part of his investment advisory services.
Employment History
Current Registrations
Legacy Advisory Limited Company
Previous Registrations
Legacy Advisory Group, LLC
Legacy Advisory Group
Lincoln Financial Securities Corporation
MML Investors 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
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