A complete list of active advisors currently associated with Legacy Wealth Planning Group
Warmer can help you find a great advisor at Legacy Wealth Planning Group or one who fits your needs even better.
Legacy Wealth Planning Group is a state-registered, independent advisory firm that provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations and business entities. It delivers discretionary, custom portfolio management alongside standalone or project-based financial planning services billed on an hourly basis when requested. The firm follows a tactical allocation approach intended to reduce downside risk while seeking improved performance, using fundamental, technical and cyclical analysis as appropriate. Portfolios may include a broad range of instruments and strategies — including individual securities and mutual funds, option writing, short sales, margin transactions and the use of cash positions as hedges — reflecting a more active toolkit than many small independent advisers. Legacy Wealth Planning Group operates with a small client roster and manages roughly $34 million in discretionary assets across a limited number of relationships, resulting in a relatively high assets-per-client profile. The firm’s principal maintains multiple advanced professional designations and professional experience at an institutional private client platform, and the adviser recommends established custodial platforms while not taking physical custody of client assets.
To learn more about the advisors currently working at Legacy Wealth Planning Group, 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 |
|---|---|---|
Tampa, FL
| 19
|
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