Legacy Builders Financial, LLC fees and pricing
Financial planner in Folsom, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Legacy Builders Financial, LLC charges a flat or project fee of $600-$800, a monthly fee of $250, and an annual fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $600-$800
“The fixed fee can range between $600 and $800.”
- Monthly fee
- $250/mo
“Clients with at least $150,000 in assets under management with LBF have the fees deducted from their investment accounts quarterly; otherwise, fees will be paid monthly at a rate of $250/month, in arrears.”
- Annual fee
- $3,000/yr
“Fees for Comprehensive Financial Planning are paid monthly, in arrears, at the rate of $250 per month ($3,000 per year).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Legacy Builders Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “For assets held at Betterment, the fee will be paid in arrears and calculated as an average daily balance of the account throughout the quarter.”
How Legacy Builders Financial, LLC’s fees compare
- Its flat or project fee of $600-$800 is below the California median of $5,000. 6% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 4 other planners in Folsom that publish a flat or project fee charge less.
- Its annual fee of $3,000 is below the California median of $6,250. 22% of the 224 other California planners that publish an annual fee charge less.
- None of the 2 other planners in Folsom that publish an annual fee charge less.
About Legacy Builders Financial, LLC
- Principal: Charles Ho
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 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
- 0.7% a year
- Clients
- 27
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $13,698,359
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289988
- Phone
- (916) 758-2043
Other planners in Folsom that publish fees
- Corley Investment ManagementFolsom$500-$750/hr, $1,000-$20,000
- Gasber Financial Advisors, IncFolsom$75-$350/hr, $2,000-$5,000
- Planned Solutions, Inc.Folsom$100-$250/hr
- Prudent Investor Advisors, LLCFolsom$200-$300/hr, $1,000
- Shariawiz AdvisoryFolsom$500/hr
- T. Sharp Wealth ManagementFolsom$300/hr, $1,000-$4,000
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.