Aaron Stolpen
Legacy Advisors · Plymouth Meeting, Pennsylvania
Aaron Stolpen is a fee-only financial advisor at Legacy Advisors in Plymouth Meeting, Pennsylvania, who holds the CFA credential. Aaron focuses on estate & legacy planning and family wealth transfer. Legacy Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Executives
Facts
| Firm | Legacy Advisors |
|---|---|
| Based in | Plymouth Meeting, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $5.17B across 2,297 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA, TX · CRD 6510260 |
| Exams passed | Series 65 (2015) |
| Firm size | 50 employees |
| Disclosures | None reported |
| Website | www.legacyadvice.com |
| Profile |
How Aaron's firm compares
- Legacy Advisors's average account is about $2.3 million, from its Form ADV (assets managed divided by 2,297 accounts).
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Questions about Aaron
Is Aaron Stolpen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Legacy Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, Legacy Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Aaron Stolpen based?
Aaron Stolpen is based in Plymouth Meeting, Pennsylvania.
What does Aaron specialize in?
Aaron's specialties include estate & legacy planning and family wealth transfer. Aaron works with multi-generational families, founders and executives.
What credentials does Aaron Stolpen hold?
Aaron Stolpen holds the CFA credential.
Is Aaron Stolpen registered with the SEC?
Yes. Aaron Stolpen is registered as an investment adviser representative in PA and TX (CRD 6510260), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Legacy Advisors manage?
Legacy Advisors reports $5.17B across 2,297 accounts in assets under management.
How do I contact Aaron Stolpen?
Through Aaron's website, www.legacyadvice.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Legacy Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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