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Legacy Builders Financial, LLC
Legacy Builders Financial helps clients gain clarity on their financial goals and establish a plan for future generations. It is a fee-only registered...
Overview
Legacy Builders Financial helps clients gain clarity on their financial goals and establish a plan for future generations. It is a fee-only registered investment advisor offering advisory services in California and other jurisdictions where exempted. The firm provides financial coaching, ongoing financial planning, and investment management, with no commissions or upselling.
General information
Firm type
RIA
Year founded
2017
Location
City
Folsom
Principals
Charles
fee-only certified financial planner
Charles
fee-only registered investment advisor
Frequently asked questions
Where does the wealth behind Legacy Builders Financial come from?
The origin of the wealth managed by Legacy Builders Financial is not disclosed. The firm name provides no clues beyond a general reference to intergenerational capital.
What is the AUM of Legacy Builders Financial?
Legacy Builders Financial has not publicly disclosed its AUM. No third-party estimate is available in public sources.
What sectors or asset classes does Legacy Builders Financial target?
The firm has not publicly stated its sector preferences or asset-class allocation. Its investment mandate is unknown.
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