# Legacy Retirement Advisors

Legacy Retirement Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://legacyretirement.com
- **LinkedIn:** https://www.linkedin.com/company/aaronbritz

## Regulatory record

- **CRD number:** 157453
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157453

## About

Legacy Retirement Advisors is a state-registered investment adviser with $15 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Who runs investment decisions at Legacy Retirement Advisors?

No named principals, chief investment officer, or managing directors have been publicly identified for Legacy Retirement Advisors. Without a disclosed team roster or leadership structure, it is not possible to attribute investment decisions to any specific individual. This level of opacity is unusual even among closely held RIAs.

### How does Legacy Retirement Advisors source investment opportunities?

The firm has not publicly described its deal-sourcing or asset-allocation process. Given the lack of disclosed fund commitments or direct investments, it is unclear whether the firm sources proprietary deal flow, relies on third-party asset managers, or employs a passive indexing approach. No public filings or press releases address this question.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/legacy-retirement-advisors

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