Lasting Legacy Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lasting Legacy Wealth Management serves individual and high‑net‑worth clients and provides investment management and financial planning services, including fixed‑scope plans and hourly consulting. The firm also offers a subscription‑based retirement planning option targeted to federal employees and conducts educational seminars for individuals, employee groups, and civic organizations.
The firm implements client portfolios primarily through third‑party investment advisers and model portfolios, operating on either a discretionary or non‑discretionary basis after conducting due diligence on platform providers. Its investment process incorporates both fundamental and technical analysis, periodic rebalancing, and regular account reviews to align portfolios with clients’ objectives and risk tolerances.
Distinctive features include a multi‑tier subscription program specifically tailored for federal employees — with TSP optimization, Roth conversion and withdrawal sequencing guidance, and a premier level that includes tax‑return review and outsourced tax preparation — and the provision of no‑charge educational seminars. The firm’s principal is also a licensed insurance agent and may receive commissions on insurance sales; the brochure discloses these third‑party compensations and related conflicts of interest and describes measures to address them.
Client services
Expertise
Occupation focus
Fee options
Commission-based compensation for insurance products sold by licensed insurance agents
Hourly consulting fees range between $150 and $250 per hour
Subscription fees: Federal Snapshot $50/month; Federal Foundations $100/month; Federal Premier $225/month
Fee-only: Financial planning fixed fees between $3,000 - $5,000; Hourly consulting fees $150 - $250 per hour
Main office
228 South Washington St, Unit B10
Alexandria VA 22314
Advisors at this office
1
Most active in
California · Florida · Indiana · Louisiana · Maryland · New Jersey · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)