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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2016
- Office Locations
- 1
Office Locations
About Legacy Financial Strategies, LLC
Legacy Financial Strategies is a fiduciary advisory firm in Overland Park, KS serving families with financial planning and disciplined investment management. Their investment approach emphasizes proven, long-term methods guided by an investment committee that avoids short-term fads, with portfolios often implemented using ETFs and mutual funds. They also support employers with 401(k) plan services and employee education; primary custody includes Charles Schwab.
Team overview
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Client Personas
CRM
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Investment Themes
Investment Vehicles
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Owner & Executives
MICHAEL VOORHEES WREN
Chief Executive Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #4417398
- Ownership
- 25% but less than 50%
DAVID PATRICK DWYER
Advisor, PRINCIPAL
- CRD
- #5015116
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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Bryce Coy
Financial Advisor
- CRD
- #7456379
Paige Gordon
Senior Client Service Associate
- CRD
- #8152886
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $795,223,669 | $392,316 |
| Non-Discretionary | $156,810,768 | $2,489,060 |
| Total | $952,034,437 | $455,519 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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