Legacy Group fees and pricing

Published fees

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

Hourly rate

$200/hr

“The standard fee is $200 per hour.”

Flat or project fee

$300⁠-⁠$600

“Portfolio MRI® Services Each prospective client has a Portfolio MRI® prepared for them for a one-time flat fee which ranges from $300.00 to $600.00.”

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

How Legacy Group bills

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

• “This fee is negotiable and is charged to all prospective clients unless reduced or waived.”
• “Clients may terminate their Portfolio MRI® fee without penalty, for full refund, within five business days of signing the Investment Advisory Contract.”
• “After five business days, no refund will be paid for the Portfolio MRI®.”

How Legacy Group’s fees compare

• Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $300-$600 is below the Texas median of $3,850. 3% of the 401 other Texas planners that publish a flat or project fee charge less.

About Legacy Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

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

Clients

228

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$89,351,254

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

134797

Website

legacy-group.org (opens in new tab)

Phone

(903) 534-4900

Can advise clients in 2 states: Louisiana, Texas

Other planners in Texas that publish fees

• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

Compare all 1,092 planners in Texas