Investment adviser · CRD 283553
LEGACY FINANCIAL STRATEGIES, LLC
Investment adviser filing (IA)
OVERLAND PARK, KS, United States · Form ADV filed Jul 21, 2026
- Regulatory AUM
- $952M Form ADV · Item 5.F
- Client accounts
- 2,090 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 304 | $638,602,789 | 67.1% |
| Retirement plans | 61 | $154,765,284 | 16.3% |
| Individuals | 331 | $135,968,424 | 14.3% |
| Corporations & businesses | Fewer than 5 | $14,002,457 | 1.5% |
| Charities | Fewer than 5 | $8,695,483 | 0.9% |
Filing source
Form ADV 2120040 · Jul 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5400 COLLLEGE BLVD., STE. AOVERLAND PARK, KS, 66211, United States
CRD 283553
Filing source
Form ADV 2120040 · Jul 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.