Legacy Harbor

% of assets managed in Plano, TX

State registeredNo commissions reported

Call (972) 608-1040 Send a message Map ↗

Public-record details

Address: 6417 Berwyn Drive, Plano, TX 75093
Phone: (972) 608-1040
Listed under: % of assets managed
CRD number: 118187
Registration: State registered: TX
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $8.0 million
Accounts managed: 51
Clients reported (Form ADV 5.D): 26
Individual / high-net-worth clients: 22 / 4
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: Yes — see IAPD for details
Latest Form ADV filing: 2026-03-10

State registered (TX) investment adviser, CRD 118187, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 118187 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Plano

Aceeda Wealth Management, INC.6900 Dallas Pkwy, Suite 300 · Plano, TX 75024 · (469) 863-1130 · % of assets managedCRD 334893 · % of assets, Performance-based fees · $5.7 million AUMState registeredNo commissions reported Astra Wealth Management Group5700 Granite Parkway, Suite 330 · Plano, TX 75024 · (972) 327-8820 · Financial planningCRD 326006 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reported Bbae Advisors LLC7700 Windrose Ave, Suite G300 · Plano, TX 75024 · (972) 618-0043 · % of assets managedCRD 269900 · % of assets · $1.2 million AUMSEC registeredNo commissions reported Bdj Wealth Management LLC4521 Big Sky Drive · Plano, TX 75024 · (469) 619-9525 · Financial planningCRD 309290 · % of assets, Fixed fees · $31.8 million AUMState registeredNo commissions reported Caprock Capital Advisors INC.7800 N. Dallas Pkwy, Ste 330 · Plano, TX 75024 · (972) 290-0288 · Flat / fixed feesCRD 170672 · % of assets, Fixed fees · $90.7 million AUMState registeredNo commissions reported Cmg Wealth Management2500 Dallas Parkway, Suite 400 · Plano, TX 75093 · (469) 729-7084 · % of assets managedCRD 307513 · % of assets · $379.4 million AUMSEC registeredNo commissions reported Crescent Advisor Group, INC.4975 Preston Park Blvd., Suite 820 · Plano, TX 75093 · (972) 490-0150 · Financial planningCRD 115974 · % of assets, Fixed fees · $344.4 million AUMSEC registeredNo commissions reported Crescent Investment Solutions LLC4740 14th Street T3 · Plano, TX 75074 · (469) 666-7106 · Financial planningCRD 331945 · % of assets, Fixed fees · $230,000 AUMState registeredNo commissions reported

All 48 in Plano →