# Legacy Financial Group
Source: https://planprovider.pro/provider/legacy-financial-group

> 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-…

Retirement Plan Advisor

Des Moines, IA

## 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/](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

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