Edwin Ryu
Legacy Wealth Advisors · San Jose, California
Edwin Ryu is a fee-only financial advisor at Legacy Wealth Advisors in San Jose, California, who holds the PFS credential. Edwin focuses on estate & legacy planning, retirement planning and family wealth transfer. Legacy Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Edwin →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Legacy Wealth Advisors |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $178.3M across 210 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in CA · CRD 1289017 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.legacywealthadvisorsllc.com |
| Profile |
How Edwin's firm compares
- Legacy Wealth Advisors's average account is about $849,000, from its Form ADV (assets managed divided by 210 accounts).
Request an introduction to Edwin
Tell Edwin a little about what you're looking for. Edwin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Edwin
Is Edwin Ryu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edwin holds no broker registration, and Legacy Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edwin charge for financial advice?
Edwin's firm, Legacy Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Edwin Ryu based?
Edwin Ryu is based in San Jose, California.
What does Edwin specialize in?
Edwin's specialties include estate & legacy planning, retirement planning and family wealth transfer. Edwin works with multi-generational families.
What credentials does Edwin Ryu hold?
Edwin Ryu holds the PFS credential.
Is Edwin Ryu registered with the SEC?
Yes. Edwin Ryu is registered as an investment adviser representative in CA (CRD 1289017), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Legacy Wealth Advisors manage?
Legacy Wealth Advisors reports $178.3M across 210 accounts in assets under management.
How do I contact Edwin Ryu?
Through Edwin's website, www.legacywealthadvisorsllc.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 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.
See something wrong? Request a correction. Read our methodology.