Effective July 27, 2026

Legacy Advisory Group, LLC provides low-volume, customized advisory services. Fees, deposits, payment schedules, cancellations, rescheduling, credits, refunds, deliverables, and termination rights are governed exclusively by the written engagement agreement signed by Legacy Advisory Group, LLC and the client.

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Submitting a website inquiry, scheduling an introductory conversation, or receiving preliminary information does not create an engagement or payment obligation. No fee is charged solely for submitting an inquiry unless the parties separately agree in writing.

Because engagements reserve professional capacity and may involve preparation before interviews, analysis, or client meetings begin, amounts already paid may become nonrefundable as specified in the engagement agreement. Any approved credit, refund, or transfer to a rescheduled engagement will be determined under that agreement.

If Legacy Advisory Group, LLC cancels an engagement without providing the contracted services, the client will receive the remedy stated in the engagement agreement, which may include rescheduling, a service credit, or refund of applicable unearned fees.

Questions about an engagement’s payment or refund terms should be sent to:

 

robert.johnson@legacyadvisorygroup.online

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Legacy Advisory Group, LLC
1234 North State Street
Monticello, Illinois