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no fee above $1,200 is charged more than six months in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024393","versionId":1024393,"submittedOn":"2026-03-24","documentName":"ADV PART 2A BROCHURE"},{"role":"other","program":"Retirement Plan Services","summary":"Advisory fee of 0.70% to 1.2% of plan assets, depending on the total value of the plan assets, billed quarterly in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024393","versionId":1024393,"submittedOn":"2026-03-24","documentName":"ADV PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:56:44.626724+00:00","documents":[{"name":"ADV PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024393","versionId":1024393,"submittedOn":"2026-03-24"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":999120535}],"custodyNote":"Legacy Financial Group has custody of $108M in client assets for 444 clients.","leadership":[{"name":"Michelle McCarthy","title":"Chief Compliance Officer","crd":"7682269"},{"name":"Scott Arnburg","title":"Partner Advisor","crd":"5443467"},{"name":"William Elson","title":"Partner Advisor","crd":"1808374"},{"name":"Brian Hood","title":"Partner Advisor","crd":"1787301"},{"name":"Scott Nelson","title":"Partner Advisor","crd":"6727545"},{"name":"Rachel Wood","title":"Partner Advisor","crd":"4666482"}],"ownership":[{"label":"Spectrum Wealth Advisors, Inc.","detail":"Holding company in the 75% or more ownership band and a control person, since January 2017."},{"label":"Brian Hood","detail":"Indirect owner: a part owner of Spectrum Wealth Advisors, Inc. in the 25% to 50% band and a control person, since January 2017.","parent":"Spectrum Wealth Advisors, Inc."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Iowa","offices":1,"addresses":[{"street":"6000 Grand Avenue, Suite B","city":"Des Moines","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"515-255-3306","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":4},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Derivatives","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":85},{"label":"Cash and cash equivalents","percent":4},{"label":"Other","percent":1,"detail":"CD'S"}],"privateFunds":0},"sources":{"adv1FilingDate":"18 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/154927/PDF/154927.pdf","brochureDate":"24 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024393","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Legacy Financial Group have?","answer":"Legacy Financial Group has 1,452 clients and manages $1.01 billion for them, as of May 2026. They include 1,136 individual clients, 314 high-net-worth individuals, and 2 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Legacy Financial Group offer?","answer":"Legacy Financial Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.","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 Financial Group charge?","answer":"Legacy Financial Group charges 0.70%–1.20% for its Investment Management. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.","source":"ADV PART 2A BROCHURE, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Legacy Financial Group use?","answer":"Legacy Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $999M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Legacy Financial Group have?","answer":"Legacy Financial Group has 8 investment adviser representatives registered with state securities authorities, out of 18 employees, and 11 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 8 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 Financial Group invest in?","answer":"At the end of its last fiscal year, Legacy Financial Group’s separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 4% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds, 1% derivatives and 1% other. The 1% other category is described as: CD'S.","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 Financial Group?","answer":"Legacy Financial Group is owned through a holding company by Brian Hood. Its direct owner is Spectrum Wealth Advisors, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 18 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Legacy Financial Group get paid?","answer":"Legacy Financial Group is paid through a percentage of assets under management, hourly charges and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Legacy Financial Group registered with the SEC?","answer":"Yes, Legacy Financial Group has been registered with the SEC as an investment adviser since 29 May 2014. Its CRD number is 154927 and its SEC file number is 801-79803.","source":"Form ADV Part 1A, Item 1, filed 18 May 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Legacy Financial Group?","answer":"Legacy Financial Group’s main office is at 6000 Grand Avenue, Suite B, Des Moines, IA 50312. Its phone number is 515-255-3306. 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