← Back to searchVisit website
LEGACY FINANCIAL STRATEGIES, LLC
CRD 283553 · SEC 801-107930
5400 COLLLEGE BLVD., STE. A, OVERLAND PARK, KS, 66211, United States
Phone
913-403-0600
Fax
913-403-0700
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$952.0M
Discretionary AUM
$795.2M
Team
16 total employees; 12 advisory reps; 7 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 331 | $136.0M |
| High net worth individuals | 304 | $638.6M |
| Pension/profit sharing plans | 61 | $154.8M |
States served
AZ, CA, KS, NJ, NY, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD