Wealth Legacy Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$87,237,085
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
88
65% 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
88
Very HighAverage account size
$991,331
About
Wealth Legacy Group, Inc. primarily serves high-net-worth families, privately held business owners, institutions, trusts, and select nonprofit clients, typically working with investible assets at or above $1 million. The firm provides wealth planning and consulting services that include business succession and transition planning, philanthropic planning, insurance advice, and assistance with Delaware Statutory Trusts (DSTs) and IRC §1031 exchanges.
The firm’s investment work is delivered through third‑party institutional platforms and model managers rather than through in‑house security selection; asset allocation and long‑term strategies are implemented based on client goals, risk tolerance, and time horizon. Wealth Legacy maintains discretionary authority for hiring and firing those third‑party managers and offers a performance‑based fee option through its institutional partners that is available only to qualified investors and uses high‑water mark measurement.
Distinctive elements in the brochure include a structured consulting product — the proprietary Critical Actions Roadmap™ offered at fixed fees with multi‑tier options for multi‑generational and business succession planning — and a regular, if occasional, program of educational seminars and workshops. The firm’s principal is also a licensed insurance agent and the brochure discloses that a material portion of firm revenue and time is derived from insurance product representation, and the adviser routinely co‑counsels with other registered advisers or specialists when clients require specialized expertise.
Client services
Financial planning
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Business succession planning
Wealth management
Charitable giving & philanthropy
Life insurance needs analysis
Retirement income strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
Critical Actions Roadmap™ (Multi-Gen) – $59,995; Critical Actions Roadmap™ (Core) – $19,995 (or $22,995 if international considerations included); Critical Actions Roadmap™ (Focused) – $12,995; Critical Actions Assessment™ – $6,995; Fixed fee for DST and 1031 planning negotiable per client
$100,000 - $499,999: 1.25% $500,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.88% $5,000,000 - $9,999,999: 0.68% $10,000,000 - $19,999,999: 0.52% $20,000,000+: 0.36%
5% of growth above 'high-water mark' for performance fee clients; Dunham Funds performance fee is 10% of net increase, split equally with Wealth Legacy Group; VIC fee up to 0.25% of assets for performance-based accounts
Account minimum: $1,000,000
Main office location
Wealth Legacy Group, Inc.
4540 Kearny Villa Road, Suite 114
San Diego CA 92123, United States
Number of offices
1
Most active in
Wealth Legacy Group, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Texas
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
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