Legacy Wealth Advisor LLC

Overview

Legacy Wealth Advisor LLC is a small, individual-owned advisory firm organized as a limited liability company and registered with the SEC in 2025. The firm’s stated advisory focus is financial planning and portfolio management for individuals and small businesses. It is described as a related adviser and lists industry affiliations that include another investment adviser and an insurance company. Fee arrangements include a percentage-of-AUM option alongside hourly and fixed-fee engagements, indicating flexibility in billing for both ongoing investment management and discrete planning projects. Legacy Wealth Advisor is not identified as a capital allocator, does not flag itself as an active ESG investor, and is not positioned as a pension consultant or a multi-state adviser in the supplied data.

Assets & Accounts

Investments & Alternatives

Location & Offices