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
Gilroy, CA
Credentials
Series 66
Industry experience
8 years
Kristina Sabbatini is a financial advisor at Legacy Wealth Management, LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Lion Street Advisors, Lion Street Financial, Ameritas Investment Corp, and Ronald G. Pray Company. Outside of her advisory role, she is also involved in insurance sales through Legacy Peak Insurance. 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 strategies, continuous account monitoring, and access to a broad range of investment options, including equities, fixed income, alternatives, and third-party money managers.
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.
Gilroy, CA
California · Idaho
Legacy Wealth Managment, LLC
2025 - Present (1 year)
Lion Street Advisors
2020 - 2025 (5 years)
Lion Street Financial
2020 - 2025 (5 years)
Perma Green Hydroseeding Inc
2020 - 2020 (1 year)
Ameritas Investment Corp
2017 - 2020 (3 years)
Ronald G. Pray Company
2017 - 2020 (3 years)
Perma Green Hydroseeding Inc
2012 - 2018 (6 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 66
Morgan Hill, CA
J Ward Financial
CFP®, Series 65
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Michael Garber Financial Planning
CFP®, Series 65
Morgan Hill, CA
EquityFTW
CFP®, Series 63, Series 65
Hollister, CA
RLS Private Wealth Consulting, Inc.
CFP®, Series 63, Series 65
Hollister, CA
RLS Private Wealth Consulting, Inc.
CFP®, Series 65
Morgan Hill, CA
Montage Financial Advisors
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