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Financial Legacy Associates, LLC (Chesterfield)


Financial Legacy Associates, LLC is an adviser based in Chesterfield. It manages $32.75 million of regulatory assets for 297 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida and Missouri.

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Financial Legacy Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Legacy Associates: assets under management

The assets under management (AUM) of Financial Legacy Associates, LLC is $32.75 million. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6.25 million in discretionary accounts and $26.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $147.22 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Legacy Associates, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chesterfield

The principal office where Financial Legacy Associates, LLC performs its advisory services is located at 16020 Swingley Ridge Road, Chesterfield, MO 63017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 636-777-4200 or by fax 636-777-7090. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.financiallegacy.com.


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