CP
CFP
CP
CFP

Crystal Prachyl

18 Years of Experience
The Woodlands, TX

Crystal Prachyl is a CFP-designated registered investment advisor at Legacy Capital, based in The Woodlands, TX, with 18 years of industry experience. Crystal 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 235 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
235 clients
Average Client Portfolio
$825K average
Assets Under Management
$193.9M

Fee Structure

Planning is included in investment management

Legacy Capital Wealth Management charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.50%. This fee covers both investment management and financial planning services. The fee is charged quarterly, in advance.

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Location

1725 Hughes Landing Blvd.,, Suite 860, The Woodlands, TX, 77380

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History

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.

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Employment History
Current Registrations
Legacy Capital
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Main Street Financial Solutions, LLC
March 2020 - August 2024 · 4 yrs 5 mos
Main Street Financial Solutions, LLC
August 2019 - July 2020 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2007 - August 2019 · 12 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2007 - August 2019 · 12 yrs 2 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.