LEGACY WEALTH ADVISOR LLC

Overview

Legacy Wealth Advisor LLC is a limited liability company registered as an investment adviser in 2025 that positions itself to provide financial planning and portfolio management for individual and small-business clients. The firm is structured with an individual owner and is classified as an unclassified adviser rather than a fund manager or capital allocator. Its stated service mix combines ongoing portfolio oversight with project-based planning work, reflected in a fee menu that includes asset-based fees, hourly charges and fixed-fee engagements. The firm reports it is not an active ESG investor and does not operate as a multi-state adviser, which suggests a locally focused practice model. Industry affiliations include another investment adviser and an insurance company, which implies access to third‑party investment platforms or product distribution through affiliated entities rather than proprietary fund management. That relationship likely shapes how the firm sources managed strategies and insurance solutions for clients.

Assets & Accounts

Location & Offices