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
Boynton Beach, FL
Credentials
CFP®, Series 65
Industry experience
4 years
Ariel Moyano is a CFP® with four years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC. He has previously worked at Singer Wealth Advisors LLC, Castle Wealth Management, and Mass Mutual. Moyano is also an insurance agent with Legacy Peak Insurance Solutions, LLC, where he assists clients in evaluating their insurance needs as part of financial planning. Legacy Wealth Management is a multi-advisor firm serving individual, charitable, and business clients with discretionary and non-discretionary portfolio management and financial planning. The firm offers tailored investment strategies, access to a broad range of asset classes, and utilizes affiliated service entities and outside business activities to support client needs.
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.
Boynton Beach, FL
Florida · Texas
Legacy Wealth Management, LLC
2024 - Present (2 years)
Unemployed
2024 - 2024 (1 year)
Singer Wealth Advisors LLC
2022 - 2024 (2 years)
Castle Wealth Management
2020 - 2022 (2 years)
Mass mutual
2018 - 2020 (2 years)
UnEMPLOYED
2018 - 2018 (1 year)
OFFICE DEPOT
2018 - 2018 (1 year)
Credit Union Service Center
2017 - 2017 (1 year)
Towne Park
2016 - 2017 (1 year)
papa Johns
2016 - 2017 (1 year)
College student
2014 - 2018 (4 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.
Verified by Warmer
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With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
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