Legacy Capital Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$400/hr

“Financial Planning / Consulting Services (hourly, flat fee, or included in AUM for ongoing clients) – Hourly: $250–$400 per hour – Flat fee: $2,500–$10,000 (depending on scope) – Maximum/estimated hours will be stated in writing before work begins.”

Flat or project fee

$2,500⁠-⁠$10,000

From the same sentence as above.

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

How Legacy Capital Partners LLC bills

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

• “The Client agrees to pay the Adviser an annual advisory fee of assets under management, calculated and billed monthly.”
• “Fees are negotiable in certain circumstances but will never exceed this cap.”
• “Fixed or hourly services automatically terminate upon completion of the specified work.”

How Legacy Capital Partners LLC’s fees compare

• Its hourly rate of $250-$400 is above the Alabama median of $250. 88% of the 41 other Alabama planners that publish an hourly rate charge less.
• 10 of the 12 other planners in Birmingham that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Alabama median of $5,075. 63% of the 35 other Alabama planners that publish a flat or project fee charge less.
• 4 of the 11 other planners in Birmingham that publish a flat or project fee charge less.

About Legacy Capital Partners LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

2

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$920,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340870

Phone

(205) 482-8296

Other planners in Birmingham that publish fees

• BMSS Wesson Wealth SolutionsBirmingham$150⁠-⁠$400/hr, $2,500⁠-⁠$25,000
• Booth FinancialBirmingham$500⁠-⁠$5,000
• Dreamwork Financial GroupBirmingham$24/mo
• Eversource Wealth Advisors, LLCBirmingham$150⁠-⁠$400/hr, $2,500⁠-⁠$25,000
• Kassouf Wealth Advisors, LLCBirmingham$100⁠-⁠$440/hr
• Money Management Services IncBirmingham$50⁠-⁠$500/hr, $500⁠-⁠$10,000

Compare all 30 planners in Birmingham