# Legacy Solutions, LLC

> Legacy Solutions, LLC is an SEC-registered investment advisory firm in Kennett Square, PA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 21, 2026.

- CRD: 323360
- Filed as: LEGACY SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kennett Square, PA
- Filing period: October 2026
- Form ADV filing dated: March 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323360
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-solutions-llc-kennett-square-pa-323360

## Quick answers

**How is Legacy Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Legacy Solutions, LLC charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Flat fee: up to $10,000 (financial planning and/or consulting services…); Hourly rate: $400 an hour (financial planning and/or consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Legacy Solutions, LLC located?**
Legacy Solutions, LLC's principal office is in Kennett Square, PA, according to its Form ADV.

**Is Legacy Solutions, LLC registered with the SEC or a state?**
Legacy Solutions, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323360.

**How much does Legacy Solutions, LLC manage?**
Legacy Solutions, LLC reports $243,826,836 in regulatory assets under management in its Form ADV filing dated March 21, 2026 (100% discretionary).

**How have Legacy Solutions, LLC's assets and staff changed since 2023?**
In the Form ADV data for Legacy Solutions, LLC: Regulatory assets under management: $107,375,178 in the October 2023 data and $243,826,836 in the October 2026 data, up 127%. Total employees: 4 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Legacy Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (170); high net worth individuals (79).

**Which custodians does Legacy Solutions, LLC use?**
Legacy Solutions, 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 Solutions, 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/323360

**What changed in Legacy Solutions, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $192,755,100 to $243,826,836 (+26%).

## 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 March 20, 2026)

- Flat fee: up to $10,000 (financial planning and/or consulting services…)

> Registrant’s planning and consulting fees are negotiable, but generally range up to $10,000 on a fixed fee basis, or $400 on an hourly rate basis depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).

- Hourly rate: $400 an hour (financial planning and/or consulting services…)

> Registrant’s planning and consulting fees are negotiable, but generally range up to $10,000 on a fixed fee basis, or $400 on an hourly rate basis depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).

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: $243,826,836
- Discretionary: $243,826,836
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 170 | $62,889,244 |
| High net worth individuals | 79 | $180,582,120 |
| Corporations or other businesses not listed above | Fewer than 5 | $355,472 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- legacysolutions.org
- LinkedIn @legacy-solutions-inc-
- LinkedIn @ciara-danese-price-cfp®-cslp®-35a977b1
- LinkedIn @daniel-danese-49559a48
- LinkedIn @jeff-hall-cfp®-aif®-b278936

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $107,375,178 | 4 | March 4, 2023 |
| October 2024 | $163,923,630 | 5 | March 23, 2024 |
| October 2025 | $192,755,100 | 6 | March 29, 2025 |
| October 2026 | $243,826,836 | 6 | March 21, 2026 |

Regulatory assets under management: $107,375,178 in the October 2023 data and $243,826,836 in the October 2026 data, up 127%.
Total employees: 4 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $192,755,100 to $243,826,836 (+26%).

### January 2026
- No longer registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Solutions, LLC (CRD 323360): Form ADV filing data as of October 2026.