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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-15-2005
- Office Locations
- 1
Office Locations
About Legacy Partners Financial Group, LLC
Legacy Partners Financial Group is an independent, fiduciary advisory led by CFP professionals, providing comprehensive financial planning plus retirement, college, small-business retirement plan, and insurance/risk management guidance. The firm designs and manages portfolios using proprietary, research-based allocation models aimed at long-term growth while reducing risk and unnecessary costs; SMAs are primarily ETF-based with some U.S. government bonds and cash. Custodies with Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 157 clients, or 15.7 clients per representative. That equates to $685.5K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on September 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Legacy Partners Financial Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON PAUL FLURRY
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #2515118
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Andrew Winn
--
- CRD
- #8330867
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,628,538 | -- |
| Non-Discretionary | $0 | -- |
| Total | $107,628,538 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Legacy Partners Financial Group, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.