Legacy Capital Wealth Partners, LLC fees and pricing
Financial planner in Little Rock, Arkansas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 29, 2026, Legacy Capital Wealth Partners, LLC charges a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000
“Legacy Capital reserves the right to charge a financial planning fee greater than $10,000 based on factors that include, but are not limited to, the amount, type and nature of the Client’s assets and liabilities involved, the number of family members, travel commitments scope of work, and specific requests made by…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Legacy Capital Wealth Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The initial advisory fee for any partial quarter is payable on a pro rata basis based on the number of calendar days in the partial quarter and is paid in the month following the establishment of the Client account.”
- “If a fixed dollar amount, the advisory fee for the initial quarter is payable, on a pro rata basis, in arrears.”
- “For subsequent quarters, the fixed fee generally is payable in advance.”
How Legacy Capital Wealth Partners, LLC’s fees compare
- Its flat or project fee of $10,000 is above the Arkansas median of $3,600. 91% of the 23 other Arkansas planners that publish a flat or project fee charge less.
- 5 of the 7 other planners in Little Rock that publish a flat or project fee charge less.
About Legacy Capital Wealth Partners, LLC
“Legacy Capital provides holistic and personalized financial planning and discretionary and nondiscretionary investment advisory services to individuals, high net worth individuals, families, family offices, trusts, estates, charitable foundations, nonprofit organizations and retirement/profit-sharing plans (each…”
- Firm size: 21 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Charitable giving
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
- 1.5% a year
- Clients
- 660
- Employees
- 21
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $1,515,904,240
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291960
- Phone
- (501) 376-7878
Can advise clients in 7 states: Arkansas, Illinois, Louisiana, Missouri, Mississippi, Nebraska, Texas
Other planners in Little Rock that publish fees
- Advanced Retirement Solutions, Inc.Little Rock$150/hr, $250-$2,500
- Brown Capital Management, LLCLittle Rock$200/hr
- Caprock Wealth ManagementLittle Rock$350/hr, $2,500-$30,000
- Clientfirst Wealth Management, LLCLittle Rock$4,800/yr
- Corkern & Co., Inc.Little Rock$275/hr
- Daniel Financial Group, Inc.Little Rock$150/hr
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.