Legacy Financial Strategies, LLC fees and pricing

Financial planner in Overland Park, Kansas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 21, 2026, Legacy Financial Strategies, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Additional planning and consulting services are billed at the rate of $250.00 per hour, or a negotiated fee based upon the complexity and unique needs of the client.”

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

“Advisory fees are billed quarterly in advance (i.e. at the beginning of the service quarter).”
“Should the client open an account during a quarter, the partial period fee will be billed in arrears and prorated based on the beginning balance and the number of days that the Account was open during the quarter.”
“Should the client add to an account during a quarter, the partial period fee will be billed in arrears and prorated based on the contribution amount and the number of days that the additional funds were in the account during the quarter.”

Its hourly rate of $250 matches the Kansas median of $250. 36% of the 59 other Kansas planners that publish an hourly rate charge less.
9 of the 24 other planners in Overland Park that publish an hourly rate charge less.

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: 1.75% a year
Clients: 635
Employees: 16
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $952,034,437
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 283553
Website: facebook.com/legacyfinancialkc (opens in new tab)
Phone: (913) 403-0600

Is something on this page wrong or out of date?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