# Legacy Builders Financial, LLC

Legacy Builders Financial, LLC is a RIA based in Folsom.

## Overview

- **Organization type:** RIA
- **Headquarters:** Folsom
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** https://legacybuildersfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/legacybuildersfinancial

## Regulatory record

- **CRD number:** 289988
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289988

## About

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.

## People

- Charles — fee-only certified financial planner
- Charles — fee-only registered investment advisor

## 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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Last updated: 2026-08-11T15:07:19.634Z

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