Fee-only adviser · Overland Park, KS
Family Legacy Advisors, LLC
Family Legacy Advisors, LLC is a fee-only investment adviser registered with the securities regulators of Kansas, Missouri, with its main office in Overland Park, Kansas. On its latest Form ADV, filed July 17, 2026, it reports 116 individual clients and 4 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: Kansas, Missouri |
|---|---|
| Firm CRD number | 320754 |
| Office | 10740 Nall Ave Suite 158 Overland Park, KS 66211 |
| Phone | (913) 385-9409 |
| Website | www.fla-kc.com |
| Regulatory assets under management | Not reported |
| Individual clients | 106 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Other |
| Services | Financial planning |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 17, 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 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 reports no disciplinary history on Form ADV.
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.
Other fee-only advisers in Overland Park
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- Midwest Financial Group LLC $566M
See all 55 fee-only advisers in Overland Park →
Nearby
- Lenexa 2 firms
- Leawood 11 firms
- Prairie Village 2 firms
- Shawnee 3 firms
- Shawnee Mission 1 firm
- Olathe 1 firm
- Mission 4 firms
- Mission Woods 1 firm
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