3306 Clays Mill Road, Suite 101, Lexington, KY 40503
(859) 219-1601
info@legacyadvisorsky.com
3306 Clays Mill Road, Suite 101, Lexington, KY 40503
(859) 219-1601
info@legacyadvisorsky.com
STILL HAVE QUESTIONS? WE GOT YOU!
Frequently Asked Questions
These are the kinds of questions people ask us all the time, and we're glad they do. If you have more, we're only a phone call or email away.
How do I know if this works for me?
There’s no cost or pressure—our consultations are complimentary, and we’re compensated only when we manage investments for our clients.
What can I expect from our first meeting?
A conversation. We’ll talk through what matters to you, where you are now, and where you want to go. No prep required. No jargon. No sales pitch.
Do I have to come into the office to meet?
We’re happy to meet in person, but virtual meetings work just as well. We serve clients across the country and can plan together from wherever you are.
How do I get in contact with you?
Call, email, or schedule a time online—we make it easy. Visit our Contact Page or click “Get Started” at the top of the site.
I keep seeing the word ‘Fiduciary.’
What does it mean?
A fiduciary is someone legally and ethically required to put your interests ahead of their own. We think that should be the baseline—not the exception.
Are you a Fiduciary Financial Advisor?
Yes. We operate under a fiduciary standard, which means we give advice that’s in your best interest—always. No hidden agendas. No product quotas.
What kinds of clients do you take on?
We work with people who value advice—professionals, families, business owners, and retirees. If you care about making smarter decisions with your money, we’re here for it.
Do I even need an advisor?
That depends. If you want someone who knows your big picture, helps you avoid mistakes, and gives you a plan that adapts with your life—you might find it’s one of the best investments you make.
What are the benefits of working with a specialized independent financial advisor over a larger, well-known institution?
Personal attention, flexibility, and advice that isn’t driven by sales targets. We’re not a call center—we’re your team. You get to know us, and we get to know you.
Where would my money be held if I choose to work with you?
We primarily work with trusted custodians like Charles Schwab, American Funds, and Prudential. Your accounts are always held in your name, and we never directly hold or access your money. You stay in full control, with secure access and total transparency.
