Legacy Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Wealth Advisors offers personalized financial planning and investment management to individuals, businesses and retirement plans, and facilitates placement with third‑party money managers when appropriate. Services described in the brochure include written financial plans, cash‑flow and tax considerations, insurance review, estate planning recommendations, and both discretionary and non‑discretionary portfolio management.
The firm’s investment approach emphasizes asset allocation and diversified portfolios using mutual funds, ETFs, bonds, equities and REITs, with ongoing monitoring and periodic client reviews. It may engage third‑party managers or implement investment policy statements for clients, and provides retirement plan consulting that includes ERISA Section 3(21) services such as investment recommendations, performance monitoring and participant/committee education.
What distinguishes the firm from many peers is the managing member’s cross‑disciplinary roles: he is a licensed CPA, a licensed insurance agent and a licensed real estate agent, and the firm discloses the potential conflicts those activities create while noting clients are not required to use those services. The combination of accounting credentials, licensed insurance and real estate activities plus explicit retirement‑plan education and consulting, together with a modest asset base and a small number of client relationships, results in a practice focused on individualized, multi‑service client work rather than scale.
Client services
Expertise
Fee options
Fixed fees range from $1,000 to $10,000 for financial planning or consulting
$0 - $500,000: 1.50% annually $500,000.01 - $1,000,000: 1.30% annually $1,000,000.01+: 1.20% annually
$250/hour for consulting and modular financial planning; $225/hour for retirement plan consulting (negotiable)
Fee-only: Hourly fee $250/hour; Fixed fee $1,000 to $10,000 for financial planning; Retirement plan consulting $225/hour (negotiable)
Main office
4426 Hugh Howell Road, Suite B507
Tucker GA 30084
Advisors at this office
1
Most active in
Georgia
Also doing business as
Legacy Wealth Advisors, LLC · Tanker, Leroy
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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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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