Defining Legacy Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“The fixed fee will be between $500 and $10,000, depending on complexity and the needs of the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Defining Legacy Advisors bills

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

• “Fees for this service are charged quarterly, in arrears.”
• “Fees for the Combined Comprehensive Financial Planning and Investment Management Service are negotiable.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”

How Defining Legacy Advisors’ fees compare

• Its flat or project fee of $500-$10,000 spans the North Carolina median of $4,800. 57% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 6 of the 9 other planners in Greensboro that publish a flat or project fee charge less.

About Defining Legacy Advisors

• Principal: Matthew Johnson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

38

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$13,611,284

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299537

Website

defininglegacyadvisors.com (opens in new tab)

Phone

(336) 542-2019

Can advise clients in 3 states: Georgia, North Carolina, South Carolina

Other planners in Greensboro that publish fees

• By Design Financial PlanningGreensboro$250/hr, $2,400⁠-⁠$6,000/yr
• Clef Financial, LLCGreensboro$1,000⁠-⁠$10,000
• Legs FinancialGreensboro$3,600⁠-⁠$6,000, $7,200⁠-⁠$16,000/yr
• Level Wealth Management LLCGreensboro$200⁠-⁠$15,000
• Park Wealth Management, LLCGreensboro$150/hr
• Phoenix Financial Solutions, Inc.Greensboro$250/hr, $500

Compare all 21 planners in Greensboro