Legacy Partners Financial Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 51–100 clients last fiscal year.
Legacy Partners Financial Group reports 154 clients. They include 94 high-net-worth individuals and 60 individual clients. Of its assets, 100.0% ($108M across 517 accounts) are managed with discretion. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 6% |
| High-net-worth individuals | 61% | 94% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 60 | $6.97M | 6.5% | $116K |
| High-net-worth individuals | 94 | $101M | 93.5% | $1.07M |
| Total | 154 | $108M | 100% | $699K |
- Clients
- 60
- Regulatory AUM
- $6.97M
- AUM share
- 6.5%
- Avg. per client
- $116K
- Clients
- 94
- Regulatory AUM
- $101M
- AUM share
- 93.5%
- Avg. per client
- $1.07M
Total
- Clients
- 154
- Regulatory AUM
- $108M
- AUM share
- 100%
- Avg. per client
- $699K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Legacy Partners Financial Group is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Ongoing Financial Planning
- Ongoing financial planning for clients whose assets the firm does not manage is $375 a quarter; a planning fee is refunded pro rata on termination.
It has 10 employees.
Leadership
Staff
- 10 employees
- 10 in advisory functions
- 10 state-registered reps
- 2 insurance agents
Besides its headquarters, Legacy Partners Financial Group has 0 offices, with 1 listed address in Georgia.
Georgia · 1 listed address
- 123 Mill Street, WoodstockHQ
Contact and registration details
- Legal name
- Legacy Partners Financial Group, LLC
- Headquarters
- 123 Mill Street, Woodstock, GA 30188
- Website
- mylpfg.com
- Phone
- 678-388-2233
- SEC file
- 801-137399
- Structure
- Georgia LLC
- Fiscal year end
- December
Legacy Partners Financial Group does not have custody of client assets.
At year end, Legacy Partners Financial Group’s separately managed accounts were mostly in stocks (90%).
What the accounts hold
- Stocks90%
- Funds5%
- Cash5%
How many clients does Legacy Partners Financial Group have?
Legacy Partners Financial Group has 154 clients and manages $108 million for them, as of September 2026. They include 94 high-net-worth individuals and 60 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026
What services does Legacy Partners Financial Group offer?
Legacy Partners Financial Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Legacy Partners Financial Group have?
Legacy Partners Financial Group has 10 investment adviser representatives registered with state securities authorities, out of 10 employees, and 10 perform investment advisory functions. 0 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
What does Legacy Partners Financial Group invest in?
At the end of its last fiscal year, Legacy Partners Financial Group’s separately managed accounts held 90% exchange-traded equities, 5% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Legacy Partners Financial Group get paid?
Legacy Partners Financial Group is paid through a percentage of assets under management and fixed fees. 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
How do I contact Legacy Partners Financial Group?
Legacy Partners Financial Group’s main office is at 123 Mill Street, Woodstock, GA 30188. Its phone number is 678-388-2233. Its website is mylpfg.com.