What Legacy Solutions does

Legacy Solutions is an SEC-registered investment adviser headquartered in Kennett Square, Pennsylvania, that delivers fee-based financial planning and wealth management services to U.S. families and business owners. Founded in 2002 by Daniel Danese, the firm operates as Legacy Solutions, LLC and partners with Lincoln Investment (a FINRA/SIPC broker/dealer) and Capital Analysts (an SEC-registered investment adviser) to provide advisory and securities services, while remaining operationally independent from those firms. The five-person team, which includes CFP, CLU, RICP, and AIF designees with 65+ years of combined experience, follows a five-step process (Discover, Analyze, Stress Test, Action Plan, Monitor) and delivers services through a relationship-driven, sales-led go-to-market model.

The firm offers six core product lines: Retirement Planning, Wealth Management, Risk Management (life, disability, long-term care insurance), Estate Planning, Executive Benefits, and Business Continuity (succession planning). It does not build proprietary software; the technology stack is composed of standard RIA infrastructure integrated with client portals: Orion for portfolio management and reporting, Albridge for data aggregation, and Schwab as custodian. No AI/ML capabilities, proprietary models, or APIs are disclosed.

Revenue mechanics are fee-based advisory, disclosed in the firm's Form ADV Part 2A and Form CRS (dated March 20, 2026), with annual billing cadence. Customer segments are primarily individual families, with a secondary segment of business owners and key executives seeking executive benefits and succession planning. Marketing is relationship-driven and referral-based, supported by a professional website and direct phone and email contact; the firm publicly restricts services to U.S. residents and discloses no pricing publicly on its website.

Name

Legacy Solutions

Legal name

Legacy Solutions, LLC

Website

https://legacysolutions.org

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

Legacy Solutions is a Kennett Square, Pennsylvania-based SEC-registered investment adviser offering fee-based retirement, wealth, estate, and business continuity planning to U.S. families and business owners through a five-person relationship-driven team.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

akta.pro secondary industries

Retirement Income Planning & Decumulation Advisory (FSAEABAD), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Wealth management services
• Retirement planning
• Estate planning
• Financial advisory
• Risk management insurance

Headquarters

HQ city

Kennett Square

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services provided through Legacy Solutions, LLC, Capital Analysts, or Lincoln Investment as registered investment advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Legacy Solutions is a financial advisory firm that provides personalized wealth management, retirement planning, estate planning, risk management, executive benefits, and business continuity services to individuals, families, and business owners. Services are delivered through a structured five-step planning process (Discover, Analyze, Stress Test, Action Plan, Monitor) by an SEC-registered investment adviser team, with client account access facilitated through third-party custodians and reporting platforms.

Product overview

Legacy Solutions is a financial advisory firm offering a unified suite of advisory services rather than a software product platform. The core offerings include Retirement Planning, Wealth Management, Risk Management, Estate Planning, Executive Benefits, and Business Continuity services. The company follows a structured five-step process: Discover, Analyze, Stress Test, Action Plan, and Monitor. Services are delivered through SEC-registered investment adviser relationships with Legacy Solutions, LLC, Capital Analysts, and Lincoln Investment.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Develops a plan to accumulate wealth needed to retire on schedule and creates a distribution strategy for enjoying retirement years to the fullest, for individual clients and families.
• Wealth Management Provides a tailored investment strategy based on specific risk tolerance and objectives, ensuring clients are comfortable with their investment approach while working toward their goals. For individuals, families, and business owners.
• Risk Management Guides implementation of life, disability, and long-term care insurance to fit individual needs, allowing clients to focus on enjoying life. For individual clients and families.
• Estate Planning Provides a blueprint for management of assets during life and distribution at death, including specific legacy or charitable objectives. For individuals and families.
• Executive Benefits Compensation and benefits planning for key employees to increase retention rates and ensure adequate coverage for top talent. For business owners and executives.
• Business Continuity Succession planning services ensuring efficient transfer of business value in the event of death, disability, or retirement. For business owners and executives.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Four partnerships are on record, tiered core.

• Lincoln InvestmentcoreChannel Partner/ Reseller/ DistributorSecurities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. Lincoln Investment is a registered broker/dealer in all 50 states and registered investment adviser. Legacy Solutions operates independently from Lincoln Investment.
• Capital AnalystscoreChannel Partner/ Reseller/ DistributorAdvisory services offered through Capital Analysts, a Registered Investment Adviser. Capital Analysts is registered as an investment adviser with the U.S. Securities and Exchange Commission. Legacy Solutions operates independently from Capital Analysts.
• Orion Advisor SolutionscoreTechnology or IntegrationClient access portal providing account management and reporting functionality for Legacy Solutions clients. Orion is a leading portfolio management and client reporting platform for advisory firms.
• SchwabcoreTechnology or IntegrationClient account custodian platform. Schwab Advisor Services provides custody, trading, and technology services to independent investment advisors like Legacy Solutions.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering financial planning, investment management, and retirement income solutions to individuals — competes for the same households Legacy Solutions serves but at much greater scale and with hybrid digital capabilities.
• Mariner Wealth Advisors: Large national RIA providing wealth advisory, retirement planning, estate planning, and business owner services to families — same comprehensive service stack as Legacy Solutions, but with hundreds of advisors across multiple U.S. offices.
• Carson Wealth: National RIA and coaching platform serving individual clients and business owners with holistic financial planning, estate, and retirement services — overlap with Legacy Solutions on service categories but at substantially larger scale.
• Schwab Wealth Advisory: Schwab's in-house advisory service for individual investors combining planning with managed portfolios — competes with Legacy Solutions for the same end-client segment and benefits from native custody integration that Legacy Solutions accesses through partnership.
• Creative Planning: Large national RIA offering comprehensive financial planning, wealth management, and estate planning to families and business owners — the same core service mix as Legacy Solutions, but at national scale with hundreds of advisors.
• Vanguard Personal Advisor: Hybrid advice service from Vanguard combining human CFPs with algorithmic portfolio management for retirement and wealth planning — a direct substitute for Legacy Solutions' core offering at price points well below traditional small-RIAs.

Direct peers

• Halbert Hargrove: Privately held, fee-only RIA based in California serving families, retirees, and business owners with financial planning, investment management, and estate planning — closely comparable to Legacy Solutions in size, fee-only model, and target clientele.
• Modera Wealth Management: Fee-only RIA offering financial planning, retirement, and wealth management to individuals and families — directly comparable to Legacy Solutions in business model, service mix, and fiduciary-only positioning.
• Heritage Financial Services: Small, family-influenced wealth management firm offering retirement, estate, and investment planning to individuals and business owners — closely comparable in size, fiduciary model, and service mix to Legacy Solutions.

Emerging players

• Facet Wealth: Tech-enabled, flat-fee RIA delivering comprehensive financial planning to mass-affluent and HNW households via a digital-plus-CFP model — competes with Legacy Solutions for the same retirement/estate planning wallet with a structurally lower cost-to-serve.

Market position

Strengths4 records

Weaknesses3 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/legacy-solutions-inc-

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Legacy Solutions