Advisor at Legacy Wealth Management Group, 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 Group, LLC
Location
Dothan, AL 36303
Credentials
Series 65
Industry experience
5 years
Reginald Rhodes is a financial advisor at Legacy Wealth Management Group, LLC with five years of industry experience. He holds a Series 65 designation and has operated his own legal practice since 1993, specializing in elder law and related services. He is the founder and managing member of Alabama Center for Elder Law, LLC, and also leads Asset Protective Services, LLC. Legacy Wealth Management Group provides discretionary investment management and integrated financial planning primarily for individual and high-net-worth clients. The firm emphasizes passive portfolio construction with index funds and ETFs, tailoring portfolios to client objectives while leveraging the principal’s active legal practice to offer estate, elder-law, and trust-related services through affiliated entities.
Based on Legacy Wealth Management Group, LLC
Based on Legacy Wealth Management Group, LLC
$0 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.80% $5,000,000+: 0.75%
Account minimum: $100,000
214 Perry Avenue
Dothan, AL 36303
Alabama
Legacy Wealth Management Group, LLC
2020 - Present (6 years)
Rhodes & Meyers, PLLC
2019 - Present (7 years)
Asset Protective Services, LLC
2018 - Present (8 years)
Alabama Center for Elder Law, LLC
2017 - Present (9 years)
Reginald Rhodes, PC
1993 - Present (33 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:
Lawyer
They provide legal services, typically billed separately.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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 65
Dothan, AL
Magnolia Wealth Management LLC
Series 63, Series 66
Dothan, AL
Magnolia Wealth Management LLC
Series 65
Dothan, AL
CapSouth Wealth Management
CFP®, PFS™, Series 65
Dothan, AL
Jackson Thornton Wealth Management, LLC
CFP®, Series 63, Series 65
Dothan, AL
CapSouth Wealth Management
Series 66
Dothan, AL
CapSouth Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")