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Legacy Advisors

Local. Transparent. Fee-only, fiduciary.

We are a West Virginia-based Registered Investment Adviser, committed to helping individuals and businesses grow and protect their wealth with clarity and trust. 

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Who We Serve

Individuals & Families

Looking to build, grow, preserve, and pass on wealth.

Individual & family services include:

  • Building long-term wealth with clear, transparent, investment guidance.
  • Saving for major milestones like home purchases, education, or retirement.
  • Coordinating financial goals across generations.
  • Seeking a fiduciary who avoids commissions and hidden incentives.
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Retirees and Survivors

Seeking confidence and income strategies.

Retiree services include:

  • Turning savings into reliable retirement income.
  • Managing investment risk to preserve wealth in retirement.
  • Planning for healthcare, long-term care, and legacy needs.
  • Reducing stress by having a trusted, local fiduciary partner.
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Small Business Owners

Who need investment and retirement services and plan guidance.

Small business services include:

  • Designing 401(k) plans tailored to your business.
  • Aligning business growth with personal wealth planning.
  • Tax-aware investment strategies to maximize efficiency.
  • Ensuring business value transitions smoothly into your long-term financial plan.
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Local Pros

Who want transparent advice without hidden costs.

Local professional services include:

  • Physicians, lawyers, engineers, athletes, educators and other WV professionals.
  • Balancing demanding careers with long-term financial planning.
  • Navigating student loans, mortgages, and family obligations while investing wisely.
  • Keeping wealth management simple and accessible, without big-bank complexity.
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Our Service Process

1 - Discovery

We learn your goals, risk tolerance, and unique situation.

2 - Planning

Together we create a clear investment and wealth management plan.

3 - Implementation

We build and manage your portfolio with fiduciary care.

4 - Ongoing Guidance

Regular reviews and adjustments as life evolves.

Always aligned with your best interests.

No commissions, no hidden fees.

Our Fees

We believe fees should be simple, transparent, and fair.

The first $50,000 of managed funds are billed at 1.000% of Assets Under Management (AUM) annually.

From the $50,001st dollar to the $500,000 we bill at 0.900% of AUM annually.

From the $500,001st dollar to the $750,000th we bill at 0.800% of AUM annually.

From the $750,001st dollar to the $1,000,000th we bill at 0.750% of AUM annually

From the $1,000,001st dollar to the $2,000,000th we bill at 0.700% of AUM annually.

Assets over $2,000,000 are billed at 0.650% of AUM annually.

Fees are billed quarterly, following the quarter.

The more assets you keep with us, the lower your fee rate. We only assess fees on the capital that we manage.