What is Legacy Advisory Partners's NAICS code?

Legacy Advisory Partners's NAICS code is 52 (Finance and Insurance).

Insights

Niche Family Finance Small advisory with a family-focused mission targeting financial legacy planning, presenting an opportunity to upsell comprehensive estate and charitable giving services, potentially through bundled wealth and legacy planning solutions.

Limited Scale Team size of 2-10 indicates a lean operation; sales opportunities exist for scalable tech, compliance, and practice management tools that enhance efficiency, client onboarding, and regulatory adherence.

Moderate Revenue Revenue in the $1M–$10M range suggests capacity for growth initiatives, partnerships, and targeted service add-ons such as advanced financial planning, retirement solutions, and client acquisition strategies.

Tech Stack Utilizes cloud and web-based tools (WordPress, Joomla, Google Cloud, Calendly, SendGrid) which implies receptiveness to modern CRM, marketing automation, and secure collaboration platforms to scale client engagement.

Brand/Content Play Recent thought leadership on Attentiveness signals potential for collaboration on educational content, seminars, and co-branded marketing to deepen client trust and expand referral networks.

Legacy Advisory Partners Tech Stack

Legacy Advisory Partners uses 8 technology products and services including Calendly, Cloudflare, Joomla, and more. Explore Legacy Advisory Partners's tech stack below.

Calendly
Appointment Scheduling
Cloudflare
Content Management System
Joomla
Content Management System
WordPress
Content Management System
CookieYes
Cookie Compliance
Microsoft 365
Email
SendGrid
Email Delivery
Google Cloud
Infrastructure As A Service

Media & News

Legacy Advisory Partners launches three-part series on Attentiveness
Legacy Advisory Partners introduced this three-part series on Attentiveness with the article, “ Attentiveness: How High-Performing Teams Consistently Hit Their Targets."
Sep 09, 2018 | www.legacyadvisorypartners.com

Legacy Advisory Partners's Email Address Formats

Legacy Advisory Partners uses at least 2 email formats:

Legacy Advisory Partners Email Formats	Example	Percentage
FLast@legacyadvisorypartners.com	JDoe@legacyadvisorypartners.com	93%
First@legacyadvisorypartners.com	John@legacyadvisorypartners.com	7%

Frequently Asked Questions

What is Legacy Advisory Partners's phone number?

You can contact Legacy Advisory Partners's main corporate office by phone at

+1-678-802-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Legacy Advisory Partners's official website and social media links?

Legacy Advisory Partners's official website is legacyadvisorypartners.com and has social profiles on LinkedIn.

How much revenue does Legacy Advisory Partners generate?

As of September 2026, Legacy Advisory Partners's annual revenue is estimated to be $1M - $10M.

What is Legacy Advisory Partners's SIC code and NAICS code?

Legacy Advisory Partners's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Legacy Advisory Partners have currently?

As of September 2026, Legacy Advisory Partners has approximately 6 employees across 1 continents, including North America. Key team members include Ceo, Owner: R. C., Chief Investment Officer: M. W. and Director: D. C. Explore Legacy Advisory Partners's employee directory with LeadIQ.

What industry does Legacy Advisory Partners belong to?

Legacy Advisory Partners operates in the Financial Services industry.

What technology does Legacy Advisory Partners use?

Legacy Advisory Partners's tech stack includes Calendly, Cloudflare, Joomla, WordPress, CookieYes, Microsoft 365, SendGrid and Google Cloud.

What is Legacy Advisory Partners's email format?

Legacy Advisory Partners's email format typically follows the pattern of FLast@legacyadvisorypartners.com. Find more Legacy Advisory Partners email formats with LeadIQ.

When was Legacy Advisory Partners founded?

Legacy Advisory Partners was founded in 2000.

Legacy Advisory Partners

Q: How many employees does Legacy Advisory Partners have currently?

Legacy Advisory Partners has approximately 6 employees.

Q: What technology does Legacy Advisory Partners use?

Legacy Advisory Partners's tech stack includes Calendly, NSONE, reCAPTCHA, Font Awesome, CookieYes.

Financial ServicesGeorgia, United States2-10 Employees

Legacy Advisory Partners is a financial services firm based in Alpharetta, Georgia, focused on helping leadership teams and business owners retain key leaders, protect business value, and achieve financial independence. The firm uses a framework it labels the 3 Wins Framework, which centers on aligning shareholder goals, company needs, and key leaders’ personal financial objectives to foster collaboration and drive performance. Its services are geared toward enabling owners to reach financial and organizational goals while ensuring key employees can meet their own financial targets, thereby supporting overall business success. The company positions itself as Atlanta-based and emphasizes a collaborative approach to profits, aiming to translate organizational alignment into stronger leadership retention and value preservation.