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Family Legacy Counselors Inc (Phoenix)


Family Legacy Counselors Inc is a large advisory firm based in Phoenix. It manages $27 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Arizona.

Family Legacy Counselors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Family Legacy Counselors: assets under management

The assets under management (AUM) of Family Legacy Counselors Inc is $27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $360 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Family Legacy Counselors Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Phoenix

The principal office where Family Legacy Counselors Inc performs its advisory services is located at 11801 N. Tatum Blvd. Suite 127, Phoenix, AZ 85028, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 602-953-8450 or by fax 602-953-8451. The normal business hours are 8 am to 5 pm on Monday - Friday.


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