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New Legacy Financial Group
New Legacy Financial Group, a fee-only RIA in Smithville, Ohio, run by J Burkholder, provides commission-free financial planning.
New Legacy Financial Group
New Legacy Financial Group operates as a fee-only advisory practice in Smithville, Ohio. The firm states it does not sell financial products or accept commissions, earning compensation solely from client-paid advisory fees. Its public-facing materials emphasize straightforward planning that coordinates multiple parts of a client's financial situation. The firm describes a generalist planning approach rather than a specialist investment mandate. Its website references professional experience and time-tested methodologies without naming specific asset classes, fund structures, or direct-investment programs. No portfolio companies, deals, or co-investment partners are disclosed. Contact information points to a single location at 133 S Milton Street, Unit C in Smithville, with business hours listed as Monday through Friday, 8 a.m. to 5 p.m. There is no published data on total assets under advisement, team headcount, or additional offices. The firm does not make public any affiliated philanthropic vehicles, club memberships, or adjacent operating businesses. New Legacy Financial Group differentiates structurally by operating as a commission-free, planning-only practice in a small-town Ohio market — a deliberately narrow footprint that departs from the asset-gathering model common among larger registered investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Smithville
Corporate office
133 S Milton Street, Unit C, Smithville, OH 44677, United States
Principals
J Burkholder
Contact
Frequently asked questions
Does New Legacy Financial Group sell financial products?
No. The firm explicitly states on its website that it does not sell any financial products or receive commissions. Its only compensation is the fee clients pay for professional advice.
How does New Legacy Financial Group charge for its services?
The firm operates on a fee-only basis, meaning its revenue comes entirely from client-paid advisory fees. It does not collect commissions, trailing fees, or other product-related compensation.
Where is New Legacy Financial Group located?
The firm's sole listed office is at 133 S Milton Street, Unit C, Smithville, Ohio 44677. Business hours are Monday through Friday, 8 a.m. to 5 p.m. The email domain and phone number on the website are local to that area.
What investment strategies or asset classes does New Legacy Financial Group specialize in?
The firm does not publicly specify a specialized investment strategy or particular asset-class focus. Its website describes a holistic evaluation of all aspects of a client's finances with an emphasis on overlooked areas, but it does not name specific allocations, fund vehicles, or investment products.
Who runs investment and planning decisions at New Legacy Financial Group?
The firm's website lists J Burkholder as the primary contact, with an email address at the firm's domain and a local Ohio phone number. The firm does not publish titles, bios, or professional designations for any individual, so the full decision-making structure is not publicly detailed.
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