Legacy Partners Financial Group, LLC fees and pricing
Financial planner in Woodstock, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 28, 2026, Legacy Partners Financial Group, LLC charges a quarterly fee of $90-$375 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $90-$375/qtr
“The annual fee for those “passively managed indirect accounts” is $90/quarter and for “actively managed indirect accounts” the fees are $375/quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Legacy Partners Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Annual Fee is billed on a quarterly basis in advance of the upcoming quarter.”
- “All program fees for indirectly managed accounts can be debited from your Schwab accounts like your regular management fees are or you can pay for them by check or credit card.”
- “Our clients have the option to receive their advisory fee invoice first and send in a check for that quarter.”
About Legacy Partners Financial Group, LLC
- Firm size: 10 employees.
- Founded: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 2% a year
- Clients
- 154
- Employees
- 10
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $107,628,538
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 137025
- Phone
- (678) 388-2233
Can advise clients in 7 states: Arkansas, Colorado, Georgia, Illinois, Ohio, Texas, Washington
Other planners in Woodstock that publish fees
- Financial Architects, LLCWoodstock$500/hr, $6,000
- Freedom Wealth Coaching, LLCWoodstock$100-$300/hr, $1,500-$5,000
- Goodwin Investment AdvisoryWoodstock$375/hr, $1,875/qtr
- Shepherd Financial LLCWoodstock$2,500-$10,000
Is something on this page wrong or out of date?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.