Advisor at Atlas Legacy Advisors LLC
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Firm
Atlas Legacy Advisors LLC
Location
Prosper, TX
Credentials
Series 66
Industry experience
17 years
Susan Maxey is a financial advisor at Atlas Legacy Advisors LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing from 2012 to 2024 before joining Atlas Legacy Advisors in 2024 and Seneca Private Wealth in 2025. Atlas Legacy Advisors LLC manages over $629 million in assets and serves individuals, high-net-worth clients, trusts, estates, businesses, and pension/profit-sharing plans. The firm generally manages portfolios on a discretionary basis, using a mix of active and passive strategies focused on risk-adjusted, tax-efficient asset allocation, and it maintains an affiliation with Seneca Private Wealth that supports shared operational functions.
Based on Atlas Legacy Advisors LLC
Based on Atlas Legacy Advisors LLC
Fixed fees for financial planning and consulting services, amounts depend on scope and disclosed in agreement
$0+: up to 1.5% annually (negotiable, flat percentage based on total household assets) $0+: up to 1.0% annually for plan sponsor services
Hourly fees for financial planning and consulting services up to $400 per hour
Account minimum: $2,000,000 Fee-only: Investment and wealth management fees up to 1.5% annually; plan sponsor fees up to 1.0% annually; financial planning fees hourly up to $400/hour or fixed fees; estate planning fees based on specific needs
Prosper, TX
California · Texas
Seneca Private Wealth
2025 - Present (1 year)
Atlas Legacy Advisors LLC
2024 - Present (2 years)
Wells Fargo Clearing
2012 - 2024 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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
Series 63, Series 66
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MONUMENT Retirement & WEALTH ADVISORY, LLC
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