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 Investment Partners, LLC
Overland Park, KS
CRD 133014
Firm filing updated February 6, 2026 ·
- $403.1MAssets
- 223Clients
- 3Advisory staff
- 415Accounts
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
- Individuals144
- High net worth individuals72
- Charities6
- Corporations or other businesses1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 144 | $23.1 million |
| High net worth individuals | 72 | $371.9 million |
| Charitable organizations | 6 | $3.7 million |
| Corporations or other businesses not listed above | 1 | $4.5 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
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$403.1 million
- Accounts415
- Discretionary$394.0 million · 360 accounts
- Non-discretionary$9.1 million · 55 accounts
People
- Employees4
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients1 to 10
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 133014, SEC file 801-63567.
- Registered with the SEC as an investment advisor (status date on record: October 8, 2004).
Is Legacy Investment Partners, LLC a fiduciary?
Short answer: Legacy Investment Partners, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents.
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.