The Legacy Collaborative, Inc. fees and pricing

Financial planner in San Antonio, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 23, 2024, The Legacy Collaborative, Inc. charges $500⁠-⁠$1,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 23, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500⁠-⁠$1,000/hr; “Hourly rates range between $500 - $1,000; the firm will bill for hourly services as they occur.”

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

“The Legacy Collaborative, Inc. may, at its sole discretion, refund any pre-paid fees in part or in whole, should the client terminate services.”
“The balance of the fee, if any, is payable on the delivery of the written financial plan.”
“Fees may be negotiable, based on the size and complexity of each Client's circumstances.”

Its hourly rate of $500-$1,000 is above the Texas median of $275. 97% of the 468 other Texas planners that publish an hourly rate charge less.
23 of the 24 other planners in San Antonio that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2023 (3 years).

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: 3% a year
Clients: 9
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $4,500,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 114591
Phone: (210) 664-9500

Is something on this page wrong or out of date?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