$243.8M Total AUM
$243.8M Disc. AUM
31.4% 3Y CAGR
6 Employees
251 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Empower · Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2022
- Office Locations
- 1
Office Locations
206 N Union ST Kennett Square PA
About Legacy Solutions, LLC
Legacy Solutions is a family-operated, multi-generational wealth management firm providing fiduciary, process-driven financial planning for families and business owners. Founded in 2002, the team builds measurable action plans that adapt as life and markets change, pairing planning with portfolio construction that can include ETFs, mutual funds, and fixed income. Custody support includes Charles Schwab.
Team overview
33 AVG AGE
$81.3M AVG AUM / ADVISOR
$971.4K AVG AUM / CLIENT
3.7 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
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Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JEFFREY RYAN HALL
--
- CRD
- #4836089
- Ownership
- 10% but less than 25%
Available
Available
Available
CIARA DANESE PRICE
CHIEF OPERATING OFFICER
- CRD
- #5716356
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 3 owners & executives
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DANIEL CARMEN DANESE
President
- CRD
- #1370644
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $243,826,836 | $334,468 |
| Non-Discretionary | $0 | -- |
| Total | $243,826,836 | $334,468 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | 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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