Legacy Advisory Services, LLC fees and pricing

Financial planner in Exton, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 27, 2026, Legacy Advisory Services, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The advisor's hourly fee will be billed at a rate of $250 per hour, but may be negotiated in advance.”

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

“Clients may elect to be billed directly for fees (this requires payment by check) or to authorize Legacy Advisory Services, LLC to directly debit fees from client accounts.”
“Pursuant to an investment advisory contract signed by the client, the client will be billed in advance for the quarter on the first business day of that quarter based upon the value of the client's accounts on the last day of the previous quarter.”
“Legacy Advisory Services, LLC bills accounts on the first of January, April, July and October.”

Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
1 of the 2 other planners in Exton that publish an hourly rate charge less.

“In addition to investment supervisory services, Legacy Advisory Services, LLC may provide Financial Planning services to some of its clients.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 123
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $156,935,534
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 147173
Website: legacyadvisorypa.com (opens in new tab)
Phone: (610) 524-6801

Can advise clients in 3 states: Florida, Pennsylvania, West Virginia

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