Advisor at Legacy Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Legacy Wealth Management, LLC
Location
Phoenix, AZ 85012
Credentials
CFP®, Series 66
Industry experience
15 years
Anthony Perez is a CFP® professional with 15 years of experience in the financial industry. He currently works at Legacy Wealth Management, LLC and previously held roles at PNC Bank, BBVA Wealth Solutions, and Unionbanc Investment Services. Outside of finance, he owns and operates ATOZ Auto Detail, an auto detailing business in Phoenix, AZ. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies and access to a broad range of investment options through a multi-team platform.
Based on Legacy Wealth Management, LLC
Based on Legacy Wealth Management, LLC
Financial planning fees up to $50,000 per year, negotiable based on scope and complexity.
0.0% to 2.50% annually (negotiable based on account size, complexity, etc.)
Insurance commissions earned by advisory persons are separate and in addition to advisory fees; annuity commissions up to 1.5% per sale.
Performance-based fees negotiated separately up to 20% of account growth for qualified clients (minimum $1.1 million assets or $2.2 million net worth).
Monthly subscription fees for ongoing financial planning and advisory services.
21 E. Catalina Dr.
Phoenix, AZ 85012
Arizona
Legacy Wealth Management, LLC
2024 - Present (2 years)
ATOZ Auto Detail
2023 - Present (3 years)
PNC Bank
2021 - 2023 (2 years)
BBVA Wealth Solutions, Inc
2020 - 2021 (1 year)
BBVA Securities, Inc.
2020 - 2021 (1 year)
Bbva Usa
2020 - 2021 (1 year)
BBVA Insurance Agency, Inc.
2020 - 2021 (1 year)
Unionbanc Investment Services
2012 - 2020 (8 years)
Union bank
2009 - 2020 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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