Skyler Denny, CFP® Legacy Financial Designs

Contact this advisor

About Skyler Denny, CFP®

As a financial planner, I am truly passionate about guiding families to make smart financial choices today that will create your legacy later on. I am here to support you and your family as you achieve the financial freedom you desire—so you can live out your dreams without stressing over your finances.

Before founding Legacy Financial Designs, I gained six years of specialized experience working with families in the wealth accumulation phase of life. I am a graduate of the Texas A&M Financial Planning program.

Outside of the office, I can be found woodworking, cheering on Aggie Athletics, attending the Woodlands United Methodist Church, working out, taking road trips, or on a beach.

Contact this advisor

Ideal Clients

  • Entrepreneurs
  • Family Financial Planning
  • Gen Y/Millennials
  • HENRY (High Earners, Not Rich Yet)

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $199+/mo
  • Quarterly Fee: $597+/qtr
  • Assets Under Management: 0.95%

SEC Records

Loading...