Courtney Wages
Legacy Wealth Management · Memphis, Tennessee
Courtney Wages is a fee-only financial advisor at Legacy Wealth Management in Memphis, Tennessee. Courtney focuses on estate & legacy planning and family wealth transfer. Legacy Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Legacy Wealth Management |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.66B across 4,667 accounts |
| SEC registration | Investment adviser representative in TN · CRD 4767261 |
| Exams passed | Series 63 (2004) · Series 65 (2025) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.legacywealth.com |
How Courtney's firm compares
- Legacy Wealth Management's average account is about $569,000, from its Form ADV (assets managed divided by 4,667 accounts).
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Questions about Courtney
Is Courtney Wages a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Courtney holds no broker registration, and Legacy Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Courtney charge for financial advice?
Courtney's firm, Legacy Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Courtney Wages based?
Courtney Wages is based in Memphis, Tennessee.
What does Courtney specialize in?
Courtney's specialties include estate & legacy planning and family wealth transfer. Courtney works with multi-generational families.
Is Courtney Wages registered with the SEC?
Yes. Courtney Wages is registered as an investment adviser representative in TN (CRD 4767261), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Legacy Wealth Management manage?
Legacy Wealth Management reports $2.66B across 4,667 accounts in assets under management.
How do I contact Courtney Wages?
Through Courtney's website, www.legacywealth.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 Wealth Management 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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