Advisor at Legacy Wealth Advisors, Inc.
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 Advisors, Inc.
Location
Waxahachie, TX 75165
Credentials
PFS™, Series 63
Industry experience
26 years
John Landrum is a financial advisor with Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a PFS™ designation and Series 63 license, and has 26 years of industry experience. His career includes roles at Landrum and Evans, P.C. and extensive experience as a CPA. Legacy Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities, providing comprehensive financial planning and discretionary asset management. The firm employs fundamental and technical analysis and offers a range of investment strategies tailored to client objectives.
Based on Legacy Wealth Advisors, Inc.
$0 - $500,000: 1.75% annually (0.4375% quarterly) $500,001 - $750,000: 1.50% annually (0.3750% quarterly) $750,001 - $1,000,000: 1.25% annually (0.3125% quarterly) $1,000,001 - $10,000,000: 1.00% annually (0.2500% quarterly) $10,000,001+: 0.50% annually (0.1250% quarterly)
Up to $250 per hour for financial planning and consultation services, negotiable
Fee-only: Financial planning and consultation services charged at up to $250/hour, negotiable
408 Water Street
Waxahachie, TX 75165
Texas
Landrum and Evans, P.C.
2023 - Present (3 years)
Legacy Wealth Advisors Inc.
2008 - Present (18 years)
John D. Landrum, Jr. CPA
1994 - 2023 (29 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 66
Waxahachie, TX
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Series 65
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Legacy Wealth Advisors, Inc.
Series 65, Series 66
Waxahachie, TX
Worth Asset Management
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