Memberships

Choose the Right Membership to Grow Through Acquisition

Advisor Legacy’s membership options are designed to help financial advisors strategically grow their business through practice acquisition. Whether you're just exploring opportunities or ready to make a purchase, our Essential and Elite memberships provide the tools, coaching, and access you need to succeed. Compare your options and take the next step in building your legacy.

Built for Advisors Committed to Strategic Growth

Whether you’re just beginning to explore acquisitions or ready to make your next deal, our membership options are designed to support your journey. We help financial advisors access listings, become better buyers, and build scalable practices through education, support, and opportunity.

Growth-Minded Advisors

Financial advisors delivering investment
and planning services

First-Time Buyers

Advisors interested in adding
acquisitions to their growth strategy

Strategic Acquirers

Professionals looking for structured
support to pursue practice purchases

Flexible Memberships Designed for Advisor Growth

Whether you're just exploring acquisitions or actively pursuing your next opportunity, our membership options meet you where you are. With tools, coaching, and buyer resources tailored to your goals, Advisor Legacy memberships are built to help you grow with confidence — at your own pace, and with the right level of support.

	Essential	Elite
Feature
Access to Practice Listings
Opportunity to Bid on Practices
Buyer Profile Coaching
Monthly Buyer Coaching (Group)
Earnings Model for Buyer
Buyer Resources & Tools (Client Portal)	Limited Access	Full Access
Discounts on AL Services
Cost	FREE	$19/month

Choose Your Membership

Select Essential or Elite to match your needs

Complete Registration

Activate your client portal and set up your profile

Start Engaging

Access listings, schedule coaching, and begin your acquisition journey

"Advisor Legacy analyzed our client base, our investment practice and our individual strengths and weaknesses and provided a disciplined methodology for client management. Their tracking tools have led to consistent growth in both our client base and assets under management."

Marjorie Larson, CFP®
Certified Consulting Services, RIA

"Advisor Legacy has done for us what we do for our clients every day. We believe that balanced planning leads to balanced living, and we focus our company’s efforts on helping our clients in this way. Now that we are working with Advisor Legacy, my team and I can enjoy a better quality of life too."

Andy Huggins, CFP®
Private Wealth Advisor

"I don’t know where I’d be without Advisor Legacy. They’ve been a part of pivotal moments in my practice. I’m also more productive, more efficient, and not running myself ragged. They’ve just been vital to the success of my practice."

Brian Britt CFP®
Private Wealth Advisor

"It has been comforting and empowering working with Advisor Legacy. They don’t just step in with solutions first. They lead, teach, coach and encourage us to solve the problems ourselves."

Craig Donowho CFP®
Private Wealth Advisor

"We had an IDPA done for our practice and followed it up with ongoing practice management coaching. Advisor Legacy provided us with a detailed report and an action plan for making improvements. Advisor Legacy is truly a full-service company, and we know that they can help us with all aspects of practice management and growth opportunities."

Terri Fischer
Office Manager

Have Questions?

Book a call with one of our team members. They can walk you through our process and the components of each service.

Memberships

Choose the Right Membership to Grow Through Acquisition

Built for Advisors Committed to Strategic Growth

Growth-Minded Advisors

First-Time Buyers

Strategic Acquirers

Flexible Memberships Designed for Advisor Growth

Compare Our Membership Options

How It Works

Get Started in Three Simple Steps

Choose Your Membership

Complete Registration

Start Engaging

What Our Clients Are Saying

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