# Legacy Financial Strategies, LLC

> 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.

- CRD: 283553
- Filed as: LEGACY FINANCIAL STRATEGIES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283553
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-financial-strategies-llc-overland-park-ks-283553

## Quick answers

**How is Legacy Financial Strategies, LLC compensated?**
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).

**Where is Legacy Financial Strategies, LLC located?**
Legacy Financial Strategies, LLC's principal office is in Overland Park, KS, according to its Form ADV.

**Is Legacy Financial Strategies, LLC registered with the SEC or a state?**
Legacy Financial Strategies, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283553.

**How much does Legacy Financial Strategies, LLC manage?**
Legacy Financial Strategies, LLC reports $952,034,437 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (84% discretionary).

**How have Legacy Financial Strategies, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Legacy Financial Strategies, LLC serve?**
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).

**Which custodians does Legacy Financial Strategies, LLC use?**
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.

**Does Legacy Financial Strategies, LLC 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/283553

**Does Legacy Financial Strategies, LLC state an account minimum?**
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."

**What changed in Legacy Financial Strategies, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 21, 2026)

- Account minimum: $500,000

> 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.

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: $952,034,437
- Discretionary: $795,223,669
- Non-discretionary: $156,810,768

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 331 | $135,968,424 |
| High net worth individuals | 304 | $638,602,789 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 61 | $154,765,284 |
| Charitable organizations | Fewer than 5 | $8,695,483 |
| Corporations or other businesses not listed above | Fewer than 5 | $14,002,457 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 16 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, KS, MO, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- legacykc.com
- Facebook @legacyfinancialkc
- LinkedIn @LEGACY-FINANCIAL-STRATEGIES-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $429,117,112 | 13 | August 4, 2021 |
| October 2022 | $527,425,037 | 11 | March 22, 2022 |
| October 2023 | $508,657,490 | 12 | January 25, 2023 |
| October 2024 | $645,630,341 | 14 | June 3, 2024 |
| October 2025 | $806,094,432 | 16 | March 14, 2025 |
| October 2026 | $952,034,437 | 16 | July 21, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $806,094,432 to $952,034,437 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Financial Strategies, LLC (CRD 283553): Form ADV filing data as of October 2026.