A complete list of active advisors currently associated with Legacies Wealth LLC

Warmer can help you find a great advisor at Legacies Wealth LLC or one who fits your needs even better.

Legacies Wealth LLC provides wealth-management services to individuals, trusts and estates, charitable organizations and high-net-worth clients, offering comprehensive financial planning, tax and consulting alongside discretionary and non-discretionary portfolio management. As of December 31, 2025 the firm reported $505,367,624 in assets under management across roughly 84 client relationships. The firm constructs portfolios using asset-allocation models driven by capital-market assumptions and client-specific time horizons, typically implementing strategies with mutual funds and ETFs while also investing in individual securities, REITs, privately placed vehicles and engaging third-party managers when appropriate. For portfolio management clients it generally requires a $3 million minimum (subject to waiver) and commonly directs trades to Fidelity under an arrangement in which the firm pays certain trading and related expenses for clients who custodian there. Legacies is part of a group of affiliated entities, including Legacies Trust Company LLC and Legacies Tax and Accounting LLC, and the brochure discloses these common-ownership relationships and the attendant potential referral or fee conflicts. The firm also discloses that certain personnel are licensed insurance producers who may receive commissions (described as secondary to the fee business) and makes performance information available in its public materials while stating that it does not charge performance-based fees.

To learn more about the advisors currently working at Legacies Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.