Firm profile

LEGACY FINANCIAL STRATEGIES, LLC

OVERLAND PARK, KSCRD 283553Latest ADV February 24, 2026

Legacy Financial Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated February 24, 2026, reports $952M in regulatory assets under management, 16 employees, and 2,090 accounts.

Assets Under Management
$952M
Employees
16
Offices
--
Total Clients
696
Primary office
OVERLAND PARK, KS
5400 COLLLEGE BLVD., STE. A, OVERLAND PARK, KS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOMichael V. Wren
CCOBethany M. Boschert
CFOChristopher D. Proctor

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 47.6% of total clients.
Top client categories% of clientsClients
1
Individuals
47.6%
331
2
HNWI
43.7%
304
3
Pension Plans
8.8%
61
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$952Mas of February 24, 2026
Discretionary83.5%
$795M
84% of total RAUM83.5%
Non-discretionary16.5%
$157M
16% of total RAUM16.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$952M
Total Accounts2,090
10Y AUM Change+$756M (+385.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees16
Clients per Employee44:1
10Y Employee Change+5 (+45.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.