LEGACY ADVISORS, LLC
SEC RegisteredDefine Your Legacy
About the firm
Legacy Advice is a wealth management firm committed to helping highly successful families achieve financial wellness by serving them with integrity and helping them ensure their lifetime, philanthropic, business, estate, and investment affairs are in order. The firm draws on forty years of experience working with multi-generational families and their businesses, delivering comprehensive planning across a broad range of complicated issues.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive planning including lifetime planning, investment planning, estate planning, continuity planning, philanthropic planning, and retirement plan services, with a focus on tax-efficient investment solutions and customized strategies.
Who they serve
Highly successful families, multi-generational families and their businesses, and business owners who care about their employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 24 | $93M |
| High Net Worth Individuals | 282 | $4.8B |
| State/Municipal Entities | 6 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
18 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $5,000,000 | 1.00% |
| $5,000,001 - $10,000,000 | 0.75% |
| $10,000,001 - $25,000,000 | 0.50% |
| $25,000,001 - $50,000,000 | 0.35% |
| Over $50,000,000 | 0.25% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LEGACY ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.