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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-31-1998
- Office Locations
- 1
Office Locations
About Legacy Financial Solutions, Inc.
Legacy Financial Solutions, Inc. is a family-focused planning firm based in Manchester, NH helping clients build retirement-ready strategies with an emphasis on cash-flow/liquidity, tax-aware planning, and legacy and charitable goals. The team provides ongoing wealth management and planning across “grow, preserve, give” needs, with portfolios primarily implemented using public funds and ETFs and custody through Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 56 clients, or 28 clients per representative. That equates to $130.4K in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Legacy Financial Solutions, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN NORMAN MATHIEU
Investment Adviser Representative, Owner, President, Secretary, TREASURER
- CRD
- #1350047
- Ownership
- 75% or more
JEAN MARIE MATHIEU
Investment Adviser Representative, Vice President
- CRD
- #3223733
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,300,000 | -- |
| Total | $7,300,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Legacy Financial Solutions, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.