SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Legacy Financial Strategies, LLC
Overland Park, KS
CRD 283553
Firm filing updated July 21, 2026 ·
- $952MAssets
- 12Advisory staff
- 2,090Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals331
- High net worth individuals304
- Pension and profit sharing plans61
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 331 | $136.0 million |
| High net worth individuals | 304 | $638.6 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 61 | $154.8 million |
| Charitable organizations | Fewer than 5 clients | $8.7 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $14.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$952.0 million
- Accounts2,090
- Discretionary$795.2 million · 2,027 accounts
- Non-discretionary$156.8 million · 63 accounts
People
- Employees16
- Advisory staff12
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients500
Advisors
11 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 283553, SEC file 801-107930.
- Registered with the SEC as an investment advisor (status date on record: July 1, 2016).
Is Legacy Financial Strategies, LLC a fiduciary?
Short answer: Legacy Financial Strategies, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.