Ages Legacy Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Ages Legacy Advisors is a fee-only, single-advisor registered investment adviser that serves individuals, high-net-worth clients, and employer plan sponsors. The firm provides investment management, comprehensive and project-based financial planning, retirement plan consulting for plan sponsors, estate-planning coordination through third-party providers, and educational seminars.
The firm builds individualized investment policies and asset-allocation targets and implements portfolios using a mix of passive and active strategies informed by fundamental analysis and Modern Portfolio Theory; discretionary trading authority is available where agreed. Ongoing monitoring and plan updates are part of engagements, and portfolios can be tailored to include socially responsible (ESG) criteria or client-imposed restrictions.
Compared with many independent solo advisers, Ages Legacy Advisors emphasizes retirement-plan consulting and participant education—services that include investment policy development, fee analysis, vendor searches, and ERISA-focused advice. The firm is newly formed in 2026, is led by a CFP®-credentialed principal, and also offers fee-based public or group seminars and estate-planning coordination via third-party platforms, giving it a broader service mix than is typical for its size.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Cash flow / budgeting
Business ownership considerations
College savings (529s, UTMA, etc.)
Social Security optimization
Fee options
Project-based financial planning fixed fees range from $400 to $5,000; estate planning coordination fees range from $1,200 to $5,000; educational seminars fees range from $1,500 to $10,000.
$0 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.60%
Hourly rate is $400 for project-based financial planning.
Ongoing financial planning recurring fixed fees from $458.33 to $875 per month or $1,375 to $2,625 per quarter, negotiable.
Fee-only: Financial planning fees range from $458.33 to $875 per month or $1,375 to $2,625 per quarter for ongoing, fixed or hourly fees $400 to $5,000 for project-based planning, and $400/hour.
Main office location
Ages Legacy Advisors, LLC
Atlanta GA, United States
Number of offices
1
Most active in
Ages Legacy Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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