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They include 75 individual clients and 48 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Legacy Advisory Services offer?","answer":"Legacy Advisory Services provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Legacy Advisory Services charge?","answer":"Legacy Advisory Services charges 0.75%–1.25% a year for its Advisory fee schedule. The fee is billed in advance.","source":"LEGACY ADVISORY SERVICES, LLC DISCLOSURE BROCHURE, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Legacy Advisory Services use?","answer":"Legacy Advisory Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $147M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Legacy Advisory Services have?","answer":"Legacy Advisory Services has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Legacy Advisory Services invest in?","answer":"At the end of its last fiscal year, Legacy Advisory Services’ separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs) and 10% exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Legacy Advisory Services?","answer":"Legacy Advisory Services’ direct owners are Martin Gruszka, Richard Wiedl and Adam Varrenti, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Legacy Advisory Services get paid?","answer":"Legacy Advisory Services is paid through a percentage of assets under management and hourly charges. 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