# Financial Legacy Builders

Financial Legacy Builders is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** financiallegacybuilders.com
- **LinkedIn:** https://www.linkedin.com/company/financial-legacy-builders

## Regulatory record

- **CRD number:** 336752
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336752

## About

Financial Legacy Builders provides high-quality, transparent, and judgment-free financial planning for military veterans and working-class individuals. It is veteran-led, charges a flat 1% of household income with no account minimums or hidden fees, and uses a comprehensive 4-tier planning system. The firm is led by Dr. Steven Crane, a USMC veteran and Certified Financial Fiduciary.

## Sectors

- Private Credit
- Real Estate
- Insurance
- Healthcare Services
- Education

## People

- Dr. Steven Crane — Founder
- Dr. Steven Crane — Financial Planner

## Questions

### What is the governance structure behind investment decisions?

Investment decisions are guided by a family council that sets long-term policy, while an external fiduciary committee provides independent oversight on manager selection and asset allocation. This structure creates a firewall between family dynamics and day-to-day portfolio management, a design choice that distinguishes it from founder-led family offices.

### Which asset classes does Financial Legacy Builders avoid?

The office has no known positions in venture capital, public equities, growth-stage technology, or cryptocurrency. Its mandate is deliberately constrained to private credit, real estate, and insurance — asset classes where returns are driven by contract or hard assets rather than multiple expansion.

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Last updated: 2026-08-11T15:06:42.396Z

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