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LEGACY FINANCIAL STRATEGIES, LLC
OVERLAND PARK, KS
913-403-0600
SEC #801-107930Total AUM
$952M
Employees
16Clients
698Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5400 COLLLEGE BLVD.
STE. A
OVERLAND PARK
KS 66211
United States
STE. A
OVERLAND PARK
KS 66211
United States
Operating Hours
8:30-5:00 M-TH, 8:30-3:30 FR
8:30-5:00 M-TH, 8:30-3:30 FR
8:30-5:00 M-TH, 8:30-3:30 FR
Phone
913-403-0600
Financials
Total AUM
$952M
Accounts
2,090Discretionary
$795.2M
Accounts
2,027Non-Discretionary
$156.8M
Accounts
63
Clients
Individual Clients
331AUM
$136M
HNW Individual Clients
304AUM
$638.6M
Pension/Profit Sharing Plan Clients
61AUM
$154.8M
Charitable Organization Clients
1AUM
$8.7M
Corporation or Business Clients
1AUM
$14M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLKSMONJNYTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.