Lasting Legacy Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$59,343,924
Clients
113
13% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
113
Very HighAverage account size
$525,167
About
Lasting Legacy Wealth Management serves individual and high‑net‑worth clients and provides investment management and financial planning services, including fixed‑scope plans and hourly consulting. The firm also offers a subscription‑based retirement planning option targeted to federal employees and conducts educational seminars for individuals, employee groups, and civic organizations.
The firm implements client portfolios primarily through third‑party investment advisers and model portfolios, operating on either a discretionary or non‑discretionary basis after conducting due diligence on platform providers. Its investment process incorporates both fundamental and technical analysis, periodic rebalancing, and regular account reviews to align portfolios with clients’ objectives and risk tolerances.
Distinctive features include a multi‑tier subscription program specifically tailored for federal employees — with TSP optimization, Roth conversion and withdrawal sequencing guidance, and a premier level that includes tax‑return review and outsourced tax preparation — and the provision of no‑charge educational seminars. The firm’s principal is also a licensed insurance agent and may receive commissions on insurance sales; the brochure discloses these third‑party compensations and related conflicts of interest and describes measures to address them.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Roth conversion strategy
Medicare planning
Income planning
Retirement income strategy
Cash flow / budgeting
Occupation focus
Government Employee
Fee options
Commission-based compensation for insurance products sold by licensed insurance agents
Hourly consulting fees range between $150 and $250 per hour
Subscription fees: Federal Snapshot $50/month; Federal Foundations $100/month; Federal Premier $225/month
Fee-only: Financial planning fixed fees between $3,000 - $5,000; Hourly consulting fees $150 - $250 per hour
Main office location
Lasting Legacy Wealth Management, LLC
228 South Washington St, Unit B10
Alexandria VA 22314, United States
Number of offices
4
Most active in
Lasting Legacy Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Indiana · Louisiana · Maryland · New Jersey · Pennsylvania · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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