Fee-only adviser · Tampa, FL
American Family Legacy Group
American Family Legacy Group is a fee-only investment adviser registered with the securities regulators of Florida, Oklahoma, with its main office in Tampa, Florida. On its latest Form ADV, filed April 1, 2026, it reports $45M in regulatory assets under management, 112 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida, Oklahoma |
|---|---|
| Firm CRD number | 154050 |
| Office | 3030 N Rocky Point DR W Suite 150 Tampa, FL 33607 |
| Phone | (405) 245-8340 |
| Website | www.americanflg.com |
| Regulatory assets under management | $45M |
| Individual clients | 79 non-high-net-worth, 33 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | April 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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Nearby
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- Lutz 3 firms
- Safety Harbor 2 firms
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- Clearwater 9 firms
- Largo 1 firm
- Palm Harbor 4 firms
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