Jennifer
Schmitt
Legacy Consulting Group
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About this Advisor
Jennifer Schmitt is a certified financial planner based out of Plano, Texas who has 1 year of industry experience. Schmitt is an advisor for Legacy Consulting Group. Schmitt has gained experience at Legacy Consulting Group. Schmitt can operate in Arkansas and Texas. Legacy Consulting Group is a business that has its headquarters in Plano, TX. It manages $269 million in assets among its 509 accounts, making it one of the mid-sized firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Of its 509 customer accounts, 72% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees usually depend on which service is offered. However, fee types charged by Legacy Consulting Group can be comprised of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Consulting Group Brokerage Details
$269,231,831
4
509
$528,943
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jennifer Schmitt Work History
Jennifer has been registered as a financial advisor for 1 years.*
Legacy Consulting Group
Legacy Consulting Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jennifer Schmitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Consulting Group
Plano, TX
Plano, TX
Plano, TX
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
