Legacy Financial Designs fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront charge ranging from $1,000 to $10,000.”

Monthly fee

$425⁠-⁠$2,000/mo

“Concurrently, we charge an ongoing flat fee that is paid monthly in arrears, at the rate between $425-$2,000 per month, based on complexity and needs of the client.”

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

How Legacy Financial Designs 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.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the number of days the 8 accounts were managed, prior to the request for termination.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Legacy Financial Designs’ fees compare

• Its flat or project fee of $1,000-$10,000 spans the Texas median of $3,850. 61% of the 401 other Texas planners that publish a flat or project fee charge less.
• 7 of the 9 other planners in The Woodlands that publish a flat or project fee charge less.

About Legacy Financial Designs

• Principal: Skyler Denny
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

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% a year

Clients

49

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

$31,037,165

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314338

Website

instagram.com/wanjatalkswealth (opens in new tab)

Phone

(832) 510-0175

Can advise clients in 2 states: Louisiana, Texas

Other planners in The Woodlands that publish fees

• Anchored WealthThe Woodlands$400/hr
• Assurance Wealth ManagementThe Woodlands$1,500⁠-⁠$2,500
• Awm Financial Services Inc.The Woodlands$1,000/hr
• Cooksen Wealth, LLCThe Woodlands$2,500⁠-⁠$5,000
• Diamond Client Group, LLCThe Woodlands$2,500⁠-⁠$100,000, $250⁠-⁠$8,000/mo
• HFG Wealth Management, LLCThe Woodlands$400/hr

Compare all 24 planners in The Woodlands