Legs Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,600⁠-⁠$6,000

“Map Tier Fee Project Map — Level 1 $3,600 Project Map — Level 2 $4,800 Project Map — Level 3 $6,000 Project Map engagements are scoped at the time of engagement based on planning complexity and the client’s specific needs.”

Annual fee

$7,200⁠-⁠$16,000/yr

“The Ascent $7,200 The Summit $10,800 The Expedition $16,000 Annual fees range from $7,200 to $16,000.”

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

How Legs Financial bills

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

• “Thereafter, the ongoing annual fee is billed quarterly in advance.”
• “Terminations and Refunds For Ongoing Financial Planning services and Investment Management services, the Advisory Contract may be terminated with written notice at least 30 calendar days in advance.”
• “In the event of early termination prior to the initial plan being delivered, the initial fee will be prorated and any unearned fees will be refunded to the Client.”

How Legs Financial’s fees compare

• Its flat or project fee of $3,600-$6,000 spans the North Carolina median of $4,800. 50% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 5 of the 9 other planners in Greensboro that publish a flat or project fee charge less.
• Its annual fee of $7,200-$16,000 is above the North Carolina median of $6,000. 71% of the 49 other North Carolina planners that publish an annual fee charge less.
• 2 of the 2 other planners in Greensboro that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Legs Financial

• Principal: Michael Davis
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

1

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,200,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331204

Website

youtube.com/@legsfinancial (opens in new tab)

Phone

(704) 745-8726

Other planners in Greensboro that publish fees

• By Design Financial PlanningGreensboro$250/hr, $2,400⁠-⁠$6,000/yr
• Clef Financial, LLCGreensboro$1,000⁠-⁠$10,000
• Defining Legacy AdvisorsGreensboro$500⁠-⁠$10,000
• Level Wealth Management LLCGreensboro$200⁠-⁠$15,000
• Park Wealth Management, LLCGreensboro$150/hr
• Phoenix Financial Solutions, Inc.Greensboro$250/hr, $500

Compare all 21 planners in Greensboro