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Hieu Nguyen

Advisor at LegacITree Wealth Management, LLC

Updated today

Firm

LegacITree Wealth Management, LLC

Location

Buford, GA 30519

Credentials

Series 63, Series 65

Industry experience

11 years

About

Hieu Nguyen is a financial advisor at LegacITree Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at WeathTree Capital Management, LLC since 2020 and Pruco Securities LLC since 2015. LegacITree Wealth Management provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and cyclical analysis, utilizing proprietary models and third-party research, and offers strategies ranging from long-term holdings to active trading techniques with ongoing supervision and periodic rebalancing.

Client services

Based on LegacITree Wealth Management, LLC

Financial planning Portfolio management

Expertise

Based on LegacITree Wealth Management, LLC

Active portfolio management Concentrated stock management

Fee options

Percentage

<$100,000 - $99,999: 1.0-2.5% $100,000 - $499,999: 1.0-2.0% $500,000 - $999,999: 1.0-2.0% $1,000,000 - $1,999,999: Negotiable >$2,000,000+: Negotiable

Project-based

$250-$500 per hour for consulting or financial planning services

Performance-based

20% annual performance fee for qualified clients

Other

Account minimum: $100,000 (preferred; accounts below this may be accepted at discretion) Fee-only: Financial planning or consulting services at $250-$500 per hour, negotiated at engagement

Location

3287 Elmer Hill Lane

Buford, GA 30519

Most active in

Georgia

Work history

WeathTree Capital Management, LLC

2020 - Present (6 years)

Pruco Securities LLc

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James S

Series 65

Duluth, GA

Stanhouse Financial Planning and Management, LLC

General retirement planning Income planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Srinivasa Rao K

Series 65

Cumming, GA

VIVCAP LLC

Active portfolio management Tax-loss harvesting
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Akhilesh M

Series 65

Johns Creek, GA

Kuber Capital Management, LLC

Options & derivatives strategies
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Manishkumar J

Series 63, Series 66

Johns Creek, GA

BluePrism Wealth Management LLC

General retirement planning Cash flow / budgeting

Nick F

CFP®, CPA, CFA®

Cumming, GA

Chattahoochee Wealth

At Chattahoochee Wealth, we specialize in serving two groups who face unique but overlapping challenges: Big 4 Partners and Directors navigating the complexities of their careers and benefits packages, and mid-career professionals balancing demanding jobs with family priorities. For Big Four Partners and Directors, your financial life is directly tied to your career in ways that most advisors don’t fully understand. From navigating independence and compliance restrictions, to making sense of partnership agreements, K-1 income, and firm benefits, the complexity can be overwhelming. Add in the weight of career decisions, like whether to remain at the firm or pursue opportunities elsewhere, and it’s clear why many Partners and Directors seek an advisor who understands their world. We help you evaluate those tradeoffs and integrate them into a comprehensive financial plan that covers every part of your financial life. For mid-career professionals, the challenge is no less pressing. Between raising families, advancing in your career, and trying to make life run smoothly, it’s easy for financial planning to get pushed aside. Questions like “Are we saving enough?”, “Are we investing wisely?”, or “How do we balance today’s needs with tomorrow’s goals?” often linger in the background. We provide a clear financial framework so you can feel confident your plan is keeping up with your life. What unites both groups is the reality that time is limited, careers are demanding, and financial complexity doesn’t resolve itself. That’s where we step in.

Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning Gen X (Born 1965-1980)
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David J

Series 65

Duluth, GA

Trestle Wealth Advisory, LLC

Annuities
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