Legacy Springs Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“Fixed financial planning fees may range from $1,000 up to $15,000 depending on the complexity of the financial circumstances of a client and the amount of time it takes us to develop the financial plan.”

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

How Legacy Springs Advisors, LLC bills

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

• “Fees are negotiable and may change from time to time with appropriate notice to each client.”
• “For unregistered private placement investments purchased by the client at our advice, and under our continued monitoring, fees will be invoiced separately to the client quarterly.”
• “Management fees are charged on the first day of each fiscal quarter in advance.”

How Legacy Springs Advisors, LLC’s fees compare

• Its flat or project fee of $1,000 is below the Texas median of $3,850. 9% of the 401 other Texas planners that publish a flat or project fee charge less.

About Legacy Springs Advisors, LLC

• Principal: Steven Kwiatkowski
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• 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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$12,940,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

166831

Phone

(512) 716-9959

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

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