L
Legacy Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,365,061
Clients
8
0% high-net worth
Advisors
1
of 1 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
8
Very LowAverage account size
$295,633
About
Legacy Wealth Advisors offers personalized financial planning and investment management to individuals, businesses and retirement plans, and facilitates placement with third‑party money managers when appropriate. Services described in the brochure include written financial plans, cash‑flow and tax considerations, insurance review, estate planning recommendations, and both discretionary and non‑discretionary portfolio management.
The firm’s investment approach emphasizes asset allocation and diversified portfolios using mutual funds, ETFs, bonds, equities and REITs, with ongoing monitoring and periodic client reviews. It may engage third‑party managers or implement investment policy statements for clients, and provides retirement plan consulting that includes ERISA Section 3(21) services such as investment recommendations, performance monitoring and participant/committee education.
What distinguishes the firm from many peers is the managing member’s cross‑disciplinary roles: he is a licensed CPA, a licensed insurance agent and a licensed real estate agent, and the firm discloses the potential conflicts those activities create while noting clients are not required to use those services. The combination of accounting credentials, licensed insurance and real estate activities plus explicit retirement‑plan education and consulting, together with a modest asset base and a small number of client relationships, results in a practice focused on individualized, multi‑service client work rather than scale.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Business exit / sale strategy
Wealth management
Cash flow / budgeting
Fee options
Fixed fees range from $1,000 to $10,000 for financial planning or consulting
$0 - $500,000: 1.50% annually $500,000.01 - $1,000,000: 1.30% annually $1,000,000.01+: 1.20% annually
$250/hour for consulting and modular financial planning; $225/hour for retirement plan consulting (negotiable)
Fee-only: Hourly fee $250/hour; Fixed fee $1,000 to $10,000 for financial planning; Retirement plan consulting $225/hour (negotiable)
Main office location
Legacy Wealth Advisors, LLC
4426 Hugh Howell Road, Suite B507
Tucker GA 30084, United States
Number of offices
2
Most active in
Legacy Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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.
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.
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.
-
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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")