Legacy One Wealth Management

Overview

Legacy One Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual advisor. The firm focuses on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model is flexible and includes asset-based fees, hourly charges, and fixed-fee engagements. In addition to advisory services, the firm conducts insurance brokerage and sells other financial products. Legacy One does not present itself as a capital allocator or multi-state advisory platform, and it does not list ESG investing as an active emphasis. The firm appears sized to deliver hands-on, relationship-driven advice rather than scaled institutional services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices