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Legacy Financial Independent Advisors
Legacy Financial Independent Advisors LLC is an SEC-registered investment adviser in Louisville, KY, registered since 2023. The firm manages approximately $484...
Legacy Financial Independent Advisors
Legacy Financial Independent Advisors LLC is an SEC-registered investment adviser in Louisville, KY, registered since 2023. The firm manages approximately $484 million in regulatory assets. It has 8 employees and 5 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What types of services does Legacy Financial Independent Advisors offer?
As an RIA, Legacy Financial likely provides financial planning, investment management, retirement planning, estate planning, and tax-efficient wealth strategies. These are standard offerings for registered investment advisors in the US.
Is Legacy Financial Independent Advisors a fiduciary?
Registered investment advisors in the US are legally required to act as fiduciaries, meaning they must put client interests ahead of their own. Legacy Financial, as an RIA, likely operates under that fiduciary standard.
Who owns Legacy Financial Independent Advisors?
Ownership details are not disclosed in public records. The firm may be owned by its founding advisor(s) or a small group of partners.
What is the minimum investment for Legacy Financial Independent Advisors?
There is no publicly stated minimum investment for Legacy Financial. Many smaller RIAs tailor services without a hard minimum, especially for clients with a full financial planning need.
Where is Legacy Financial Independent Advisors headquartered?
The firm's physical address is not listed in publicly accessible sources. It probably operates out of an office in the US, but the exact location is unknown.
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