Skyler Denny is a CFP-designated registered investment advisor at Legacy Financial Designs, based in The Woodlands, TX, with 8 years of industry experience. Skyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 8 more. Their firm serves 49 clients with $31M 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 | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.30% |
| $75.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Upfront onboarding fee of $1,000 to $10,000 applies. Up to $500,000 of assets managed at no additional fee for clients enrolled in ongoing financial planning.
Fee Estimator
Contact
Skyler Denny
Location
9002 Six Pines Drive, The Woodlands, TX, 77380
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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 →Employment History
Current Registrations
Legacy Financial Designs
Previous Registrations
Financial Synergies
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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