Skip to main content
Legend Financial Advisors logo
menu
  • Home
  • About
    • Firm Overview
    • Meet Our Team
    • Why Legend Is A Fiduciary
  • Who We Serve
    • Medical Doctors
    • Pre- And Post-Retirees
    • Widowed Individuals
    • Business Owners / Entrepreneurs
    • Individuals & Families
    • Company Retirement Plans
    • College Professors & Administrators
    • Dental Professionals
    • Post-Divorce Individuals
    • Technology Professionals
    • Corporate Executives
    • Sudden Wealth Recipients
  • Services
    • Financial Planning
    • Investment Management / Consulting
    • Investment Management Fee Schedule
    • Need Help Managing Your 401(k), 403(b) or Other Retirement Accounts?
    • Need IRA Rollover Help?
    • Company Retirement Plan Services
    • Investment Management Services for Advisors
  • Free One-Time Services
    • Risk Assessment Questionnaire
    • Retirement Analysis
    • Investment Second Opinion
    • Stock Market Crash Analysis
    • Portfolio Tax-Efficiency Analysis
    • Investor Self-Evaluation
  • Resources
    • Financial Webcasts
    • Key Financial Data Card
    • Frequently Asked Questions
    • In The News
    • Media Quotes
    • Press Release
    • Preventing Identity Theft & Fraud Protection
  • Contact Us
    • Schedule a Meeting
      • JIM HOLTZMAN, CFP®, CPA (inactive)
      • Bill Knight CFP®, AWMA®, PPC®
      • Chris Kail
    • Upload Your Documents
    • Getting Started
    • Speaking Engagements
    • Employment Opportunities

Key Financial Data Card

Download a printable PDF of the  2025 Key Financial Data Card .

 

Office

5700 Corporate Drive
Suite 350
Pittsburgh, PA 15237

Contact Info

Phone | (412) 635-9210
E-mail Us

Get In Touch

Disclosures  |  Privacy Statement  |  Form ADV Part 2A  |  Form CRS

The content on this site is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument. Legend Financial Advisors, Inc.® is committed to providing a Website that is in accordance with accessibility standards, and continually works to ensure that this Website is accessible to those with special needs, including those with visual, hearing, cognitive and motor impairments. If a visitor comes across a page or feature they find inaccessible or difficult to use, or if they require or desire assistance, please visit our Contact Us page or call us at (412) 635-9210.

© 2025 Legend Financial Advisors, Inc.® All rights reserved.