# Legacy Consulting Group

> Legacy Consulting Group is an SEC-registered investment advisory firm in Plano, TX, registered since 2000, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 108541
- Filed as: LEGACY CONSULTING GROUP
- Legal name: Legacy CG LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108541
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-consulting-group-plano-tx-108541

## Quick answers

**How is Legacy Consulting Group compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Consulting Group reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Legacy Consulting Group charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Subscription: $3,000 a quarter (Financial Life Planning, year one); Subscription: $1,500 a quarter (Financial Life Planning, year two); Subscription: $750 a quarter (Financial Life Planning, year three Review and Renewal process); Hourly rate: $350 to $500 an hour (Special Projects). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Legacy Consulting Group located?**
Legacy Consulting Group's principal office is in Plano, TX, according to its Form ADV.

**Is Legacy Consulting Group registered with the SEC or a state?**
Legacy Consulting Group is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108541.

**How much does Legacy Consulting Group manage?**
Legacy Consulting Group reports $378,648,551 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (97% discretionary).

**How have Legacy Consulting Group's assets and staff changed since 2021?**
In the Form ADV data for Legacy Consulting Group: Regulatory assets under management: $283,377,680 in the October 2021 data and $378,648,551 in the October 2026 data, up 34%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Legacy Consulting Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (141); individuals (other than high net worth individuals) (57); other (6).

**Which custodians does Legacy Consulting Group use?**
Legacy Consulting Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Legacy Consulting Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108541

**What changed in Legacy Consulting Group's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 4.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Subscription: $3,000 a quarter (Financial Life Planning, year one)

> Year one planning fee is $3,000 per quarter. The first quarterly payment is due upon execution of an Advisory agreement.

- Subscription: $1,500 a quarter (Financial Life Planning, year two)

> Year two planning fee is reduced to $1,500 per quarter. Year two involves at least two (2) meetings for continued planning, implementation, and follow-up

- Subscription: $750 a quarter (Financial Life Planning, year three Review and Renewal process)

> Year three begins our Review and Renewal process. This is billed at an ongoing rate of $750 per quarter.

- Hourly rate: $350 to $500 an hour (Special Projects)

> The project fee range is between $350 and $500 per hour based on which team members are involved.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $378,648,551
- Discretionary: $366,255,649
- Non-discretionary: $12,392,902

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $8,935,089 |
| High net worth individuals | 141 | $348,574,187 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $5,071,321 |
| Charitable organizations | 2 | $12,112,706 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $3,419,096 |
| Other | 6 | $536,152 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2000 (26 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [legacyconsultinggroup.com](https://legacyconsultinggroup.com)
- LinkedIn @legacy-consulting-group-tx

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $283,377,680 | 4 | September 7, 2021 |
| October 2022 | $325,106,232 | 5 | August 4, 2022 |
| October 2023 | $269,231,831 | 4 | March 28, 2023 |
| October 2024 | $316,581,007 | 5 | March 26, 2024 |
| October 2025 | $356,411,037 | 5 | March 20, 2025 |
| October 2026 | $378,648,551 | 4 | March 11, 2026 |

Regulatory assets under management: $283,377,680 in the October 2021 data and $378,648,551 in the October 2026 data, up 34%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Consulting Group (CRD 108541): Form ADV filing data as of October 2026.