Legacy Finance Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly fees are $250 for financial advisors.”

Flat or project fee

$1,500⁠-⁠$10,000

“Flat fees generally range from $1,500 to $10,000.”

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

How Legacy Finance Group LLC bills

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

• “Our firm’s fees are billed on a pro-rata annualized basis monthly in arrears on the value of your account on the last day of the previous month.”
• “Our fees may be negotiable under certain circumstances.”
• “If accounts are opened during the period, the pro-rata advisory fees will be deducted during the next regularly scheduled billing cycle.”

How Legacy Finance Group LLC’s fees compare

• Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Ohio median of $3,250. 73% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Legacy Finance Group LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$752,517

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339526

Phone

(216) 233-7207

Other planners in Ohio that publish fees

• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

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