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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 158 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Advisory charges a percentage of your portfolio's value each year. The exact fee is based on the complexity of the services, the amount of assets managed, how often your investments are reviewed, the complexity of your financial situation, and your relationship with Legacy Advisory. The fees are negotiable. Some clients' fees may be lower if they include fixed indexed annuities.
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.