American Family Legacy Group fees and pricing

Financial planner in Tampa, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, American Family Legacy Group charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “The Adviser may charge a negotiable hourly fee for financial planning and consulting services not to exceed the rate of $300 an hour or a flat one-time fee agreed upon in advance by the client typically ranging from $250.00 to $25,000.00.”

Payment and refund terms, quoted from the fee section of the brochure.

“All clients and prospective clients should be guided accordingly. 10 For accounts held with Schwab, clients are billed quarterly in advance, based on the value of the assets as of the last business day of the previous fee quarter.”
“Prorated fee adjustments for account deposits and withdrawals made during a billing period are applied at the next billing interval.”
“For accounts held with Interactive Brokers, clients are billed monthly in arrears.”

Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
11 of the 20 other planners in Tampa that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2.5% a year
Clients: 112
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $44,704,712
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 154050
Website: americanflg.com (opens in new tab)
Phone: (405) 245-8340

Can advise clients in 2 states: Florida, Oklahoma

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.