# Legacy Financial Advisors, LLC

> Legacy Financial Advisors, LLC is a state-registered investment advisory firm in Solon, OH, registered since 2004, with no regulatory assets under management reported in its Form ADV filing dated May 21, 2026.

- CRD: 130350
- Filed as: LEGACY FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Solon, OH
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/130350
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-financial-advisors-llc-solon-oh-130350

## Quick answers

**How is Legacy Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Financial Advisors, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Legacy Financial Advisors, LLC located?**
Legacy Financial Advisors, LLC's principal office is in Solon, OH, according to its Form ADV.

**Is Legacy Financial Advisors, LLC registered with the SEC or a state?**
Legacy Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 130350.

**Does Legacy Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/130350

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- feeonly.cpa
- lfafeeonly.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Financial Advisors, LLC (CRD 130350): Form ADV filing data as of October 2026.