LEGACY FINANCIAL ADVISORS, LLC

LEGACY FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 130350).

Registration

• CRD: 130350
• Type: Registered investment adviser
• Phone: (216) 571-6711
• Latest filing: 2026-05-21
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130350 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search