About Legacy Financial Group
<p>Independent since 2010, Legacy Financial Group works with clients who want an advisor that operates as a fiduciary and keeps planning decisions tied to real-life goals. The firm is a Registered Investment Advisor based in Des Moines, in the central Iowa region.</p> <p>Legacy Financial Group offers financial planning and wealth management, including investment strategy, retirement planning, risk assessment, estate planning coordination, and tax planning support. The team brings over a century of combined experience and focuses on clear education and proactive check-ins so clients understand the tradeoffs behind each recommendation.</p> <p>For retirement plans, the firm provides 3(21) fiduciary services for plan sponsors who want help with investment guidance while keeping final decision-making authority. In 2026, the firm reported $0.8B in assets under management.</p> <p>What sets Legacy Financial Group apart is its mix of hands-on planning support and 3(21) fiduciary work under one roof, which can help align personal wealth goals with workplace retirement plan decisions.</p> <ul> <li>Registered Investment Advisor (RIA) and fiduciary advisor</li> <li>3(21) fiduciary services for retirement plans</li> <li>Investment management and retirement planning</li> <li>Risk review, estate planning coordination, and tax planning support</li> <li>Based in Des Moines, serving clients across central Iowa</li> </ul>
Website: https://lfgplanners.com/
Founded: 2010
Office Locations
- Des Moines, IA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $840.4M