Legacy Solutions, LLC fees and pricing

Financial planner in Kennett Square, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 20, 2026, Legacy Solutions, LLC charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “Registrant’s planning and consulting fees are negotiable, but generally range up to $10,000 on a fixed fee basis, or $400 on an hourly rate basis depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

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

“When the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
“Registrant's annual investment advisory fee shall be prorated and paid monthly, in advance or arrears, based upon the market value of the assets on the last business day of the previous month, including any accrued interest.”
“Upon termination, the Registrant shall refund to the client any unearned, prepaid fees.”

Its hourly rate of $400 is above the Pennsylvania median of $250. 83% of the 267 other Pennsylvania planners 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: 0.75% a year
Clients: 249
Employees: 6
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed: $243,826,836
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 323360
Website: legacysolutions.org (opens in new tab)
Phone: (610) 444-9920

Can advise clients in 2 states: Delaware, Pennsylvania

Is something on this page wrong or out of date?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