Clear Routes. Transparent Fees. Fiduciary Care.
Start Your JourneyAt Legs Financial, we believe your financial advice should grow your wealth, not shrink it. Unlike traditional advisors who charge a percentage of your assets (AUM), we operate on a 100% transparent, flat-fee model.
You pay for our expertise, not for the privilege of having us "hold" your money. Whether your portfolio is $500,000 or $5,000,000, our fee remains the same.
Single Topic Deep-Dive (e.g., Student Loans or Audit).
Foundational clarity for young professionals and early savers.
Our flagship blueprint. A detailed map of your entire financial life.
Includes everything in the Master Atlas plus special needs planning.
A pit stop to ensure you haven't drifted off course. (Requires completed Map).
We handle implementation, monitoring, and tax planning for you.
Start with your 50% Plan Deposit, then enjoy a reduced monthly rate for your first year.
| Essentials Bundle | $800* $500 / mo |
| Master Atlas Bundle (Most Popular) | $1,000* $550 / mo |
| Specialized Needs Bundle | $1,100* $575 / mo |
*Original monthly prices (strikethrough) represent the standard cost of the Plan + GPS combined, divided by 12, without the 25% discount or upfront deposit.
Not sure if you need a full plan or just a quick fix? Answer a few questions to find out.