Legacy Chief Financial Office, LLC fees and pricing

Financial planner in Shenandoah, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 11, 2026, Legacy Chief Financial Office, LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Project-Based Financial Planning Project-Based Financial Planning is available at an hourly rate of $350 per hour for clients who do not require ongoing Comprehensive Financial Planning.”

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.”
“Accounts terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
“An account may be terminated with written notice at least 30 calendar days in advance.”

Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 72
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: $105,079,723
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 300873
Website: legacycfo.com (opens in new tab)
Phone: (832) 510-9099

Is something on this page wrong or out of date?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.