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LEGACY FINANCIAL STRATEGIES, LLC

OVERLAND PARK, KS · CRD 283553 · IAPD ↗ · 913-403-0600

$952.0MRegulatory AUM
12Advisory reps
16Employees
7Clients
More than 500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — LEGACY FINANCIAL STRATEGIES, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
48
June 2024 — LEGACY FINANCIAL STRATEGIES, LLC moved its main office from LEAWOOD, KS to OVERLAND PARK, KS.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
63
April 2024 — LEGACY FINANCIAL STRATEGIES, LLC reported RAUM up 27% ($508.7M -> $645.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.