A complete list of active advisors currently associated with Legacy Wealth Advisors, LTD.
Warmer can help you find a great advisor at Legacy Wealth Advisors, LTD. or one who fits your needs even better.
Legacy Wealth Advisors, LTD. is a state‑registered investment adviser formed in April 2022 that provides discretionary and non‑discretionary asset management and financial planning services. As of March 2026 the firm reports $3,826,481 in assets under management across four discretionary accounts and indicates it serves individuals, high‑net‑worth individuals, and some institutions. The firm says it develops a written investment policy tailored to each client’s goals and implements asset allocation informed by both technical and fundamental analysis. Portfolios are invested primarily in publicly traded securities (stocks, bonds, ETFs, and mutual funds), and the brochure notes the firm may also recommend REITs and structured notes; financial planning is included for asset‑management clients while one‑time planning is available for smaller accounts. Although categorized as an investment manager that primarily serves pooled or institutional assets, Legacy’s stated acceptance of both non‑HNW and high‑net‑worth individual clients — with a $20,000 account minimum and exceptions at the firm’s discretion — is uncommon for its peer group. The firm operates at a relatively small scale (four accounts under $4 million AUM), recommends Charles Schwab as custodian, and discloses potential receipt of research/soft‑dollar benefits and quarterly custodial fee debits, items prospective individual clients may want to consider.
To learn more about the advisors currently working at Legacy Wealth Advisors, LTD., 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.
Name |
Location |
Years of experience |
|---|---|---|
Phoenix, AZ
| 3
|
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