Carlos Prince
Legacy Edge Advisors · Conshohocken, Pennsylvania
Carlos Prince is a fee-only financial advisor at Legacy Edge Advisors in Conshohocken, Pennsylvania. Legacy Edge Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Legacy Edge Advisors |
|---|---|
| Based in | Conshohocken, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.23B across 532 accounts |
| SEC registration | Investment adviser representative in PA · CRD 5312820 |
| Exams passed | Series 63 (2007) · Series 66 (2008) |
| Firm size | 18 employees |
| Disclosures | Reported; see the SEC record |
How Carlos's firm compares
- Legacy Edge Advisors's average account is about $2.3 million, from its Form ADV (assets managed divided by 532 accounts).
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Questions about Carlos
Is Carlos Prince a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carlos holds no broker registration, and Legacy Edge Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carlos charge for financial advice?
Carlos's firm, Legacy Edge Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carlos Prince based?
Carlos Prince is based in Conshohocken, Pennsylvania.
Is Carlos Prince registered with the SEC?
Yes. Carlos Prince is registered as an investment adviser representative in PA (CRD 5312820), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Legacy Edge Advisors manage?
Legacy Edge Advisors reports $1.23B across 532 accounts in assets under management.
How do I contact Carlos Prince?
Contact details aren't on file yet. Search for Legacy Edge Advisors.
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
- 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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