Legacy Financial Planners offers personalized financial planning to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. Legacy helps clients with financial objectives, cash flow, tax planning, insurance, investment management (through a referral to Intrepid Financial), education funding, retirement, and estate planning. Legacy is a fee-only firm and does not receive commissions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Legacy Financial Planners does not directly manage investments. Instead, they have a fee-sharing agreement with Intrepid Financial Planning Group, who manages client investments. Intrepid charges their standard advisory fee based on a percentage of the assets they manage.
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