{
  "crd_number": 283553,
  "slug": "legacy-financial-strategies-llc-overland-park-ks-283553",
  "primary_business_name": "LEGACY FINANCIAL STRATEGIES, LLC",
  "legal_name": "LEGACY FINANCIAL STRATEGIES, LLC",
  "dbas": [],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-07-01",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-07-21",
  "carried_forward": false,
  "raum_total": 952034437.0,
  "raum_discretionary": 795223669.0,
  "raum_non_discretionary": 156810768.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 16,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 8695483.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 135968424.0,
      "count": 331
    },
    "pension_profit_sharing": {
      "raum": 154765284.0,
      "count": 61
    },
    "high_net_worth_individuals": {
      "raum": 638602789.0,
      "count": 304
    },
    "corporations_other_businesses": {
      "raum": 14002457.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "KS",
    "MO",
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://facebook.com/legacyfinancialkc",
    "https://legacykc.com",
    "https://linkedin.com/COMPANY/LEGACY-FINANCIAL-STRATEGIES-LLC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283553",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/legacy-financial-strategies-llc-overland-park-ks-283553",
  "display_name": "Legacy Financial Strategies, LLC",
  "summary": "Legacy Financial Strategies, LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 21, 2026.",
  "citation": "AdvisorCensus. Legacy Financial Strategies, LLC (CRD 283553): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Legacy Financial Strategies, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Legacy Financial Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Legacy Financial Strategies, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 21, 2026 states: Hourly rate: $250 an hour (Additional planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Legacy Financial Strategies, LLC located?",
      "a": "Legacy Financial Strategies, LLC's principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is Legacy Financial Strategies, LLC registered with the SEC or a state?",
      "a": "Legacy Financial Strategies, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283553."
    },
    {
      "q": "How much does Legacy Financial Strategies, LLC manage?",
      "a": "Legacy Financial Strategies, LLC reports $952,034,437 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (84% discretionary)."
    },
    {
      "q": "How have Legacy Financial Strategies, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Legacy Financial Strategies, LLC: Regulatory assets under management: $429,117,112 in the October 2021 data and $952,034,437 in the October 2026 data, up 122%. Total employees: 13 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Legacy Financial Strategies, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (331); high net worth individuals (304); pension and profit sharing plans (but not the plan participants or government pension plans) (61)."
    },
    {
      "q": "Which custodians does Legacy Financial Strategies, LLC use?",
      "a": "Legacy Financial Strategies, LLC'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."
    },
    {
      "q": "Does Legacy Financial Strategies, LLC report any disciplinary disclosures?",
      "a": "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/283553"
    },
    {
      "q": "Does Legacy Financial Strategies, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 21, 2026 says: \"Legacy requires a minimum of $500,000 to establish a new advisory account, but the firm reserves the right to accept or decline any account.\""
    },
    {
      "q": "What changed in Legacy Financial Strategies, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 429117112.0,
      "total_employees": 13,
      "filing_date": "2021-08-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 527425037.0,
      "total_employees": 11,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 508657490.0,
      "total_employees": 12,
      "filing_date": "2023-01-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 645630341.0,
      "total_employees": 14,
      "filing_date": "2024-06-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 806094432.0,
      "total_employees": 16,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 952034437.0,
      "total_employees": 16,
      "filing_date": "2026-07-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $806,094,432 to $952,034,437 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 21, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (Additional planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "Legacy requires a minimum of $500,000 to establish a new advisory account, but the firm reserves the right to accept or decline any account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Additional planning and consulting services)"
        ],
        "quotes": [
          "Additional planning and consulting services are billed at the rate of $250.00 per hour, or a negotiated fee based upon the complexity and unique needs of the client."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Additional planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Legacy requires a minimum of $500,000 to establish a new advisory account, but the firm reserves the right to accept or decline any account.",
      "Additional planning and consulting services are billed at the rate of $250.00 per hour, or a negotiated fee based upon the complexity and unique needs of the client."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/legacy-financial-strategies-llc-overland-park-ks-283553.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 331,
      "fewer_than_5": false,
      "raum": 135968424.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 304,
      "fewer_than_5": false,
      "raum": 638602789.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 61,
      "fewer_than_5": false,
      "raum": 154765284.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 8695483.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 14002457.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283553",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}