Skyler Denny is a CFP-designated registered investment advisor at Legacy Financial Designs, based in Spring, TX, with 7 years of industry experience. Skyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 8 more. Their firm serves 38 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.75% |
Annual fees are negotiable. This service is only available for clients utilizing their ongoing financial planning services. For clients with $250,000 or more in managed assets, ongoing comprehensive financial planning will be included without an additional fee.
Fee Estimator
Contact
Skyler Denny
Location
1401 Lake Plaza Drive, Suite 200 - 156, Spring, TX, 77389
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Legacy Financial Designs
Previous Registrations
Financial Synergies
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams