# Legacy Financial Solutions, Inc.

> Legacy Financial Solutions, Inc. is a state-registered investment advisory firm in Manchester, NH, registered since 1998, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 114932
- Filed as: LEGACY FINANCIAL SOLUTIONS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Manchester, NH
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114932
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-financial-solutions-inc-manchester-nh-114932

## Quick answers

**How is Legacy Financial Solutions, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Financial Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Legacy Financial Solutions, Inc. located?**
Legacy Financial Solutions, Inc.'s principal office is in Manchester, NH, according to its Form ADV.

**Is Legacy Financial Solutions, Inc. registered with the SEC or a state?**
Legacy Financial Solutions, Inc. is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 114932.

**How much does Legacy Financial Solutions, Inc. manage?**
Legacy Financial Solutions, Inc. reports $7,300,000 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (0% discretionary).

**What types of clients does Legacy Financial Solutions, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); charitable organizations (2).

**Does Legacy Financial Solutions, Inc. 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/114932

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,300,000
- Discretionary: $0
- Non-discretionary: $7,300,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $6,600,000 |
| High net worth individuals | 0 | Not reported |
| Charitable organizations | 2 | $700,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1998 (28 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- legacynh.com
- Facebook @LegacyFinancialSolutions
- LinkedIn @LEGACY-FINANCIAL-SOLUTIONS-INC-
- YouTube @UC0SUVZHmDr1oFW-f5ZQ-8jA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Financial Solutions, Inc. (CRD 114932): Form ADV filing data as of October 2026.