# Elizabeth Flores

> Elizabeth Flores is a fee-only financial advisor at Legacy Wealth Advisors in Santa Cruz, California. Elizabeth 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.

Page: https://find.wellspent.co/advisors/elizabeth-flores/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Legacy Wealth Advisors
- **Based in:** Santa Cruz, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $178.3M across 210 accounts
- **Specialties:** Estate & legacy planning, Retirement planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 4617040 (https://adviserinfo.sec.gov/individual/summary/4617040)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2002)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.legacywealthadvisorsllc.com

## Frequently asked questions

### Is Elizabeth Flores a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Elizabeth 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 Elizabeth charge for financial advice?

Elizabeth's firm, Legacy Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Elizabeth Flores based?

Elizabeth Flores is based in Santa Cruz, California.

### What does Elizabeth specialize in?

Elizabeth's specialties include estate & legacy planning, retirement planning and family wealth transfer. Elizabeth works with multi-generational families.

### Is Elizabeth Flores registered with the SEC?

Yes. Elizabeth Flores is registered as an investment adviser representative in CA (CRD 4617040), 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 Elizabeth Flores?

Through Elizabeth's website, www.legacywealthadvisorsllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4617040): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://legacywealthadvisorsllc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.