Elizabeth Flores
Legacy Wealth Advisors · Santa Cruz, California
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.
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Specialties
Who they serve
- Multi-generational families
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 | $178.3M across 210 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4617040 |
| Exams passed | Series 65 (2002) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.legacywealthadvisorsllc.com |
How Elizabeth's firm compares
- Legacy Wealth Advisors's average account is about $849,000, from its Form ADV (assets managed divided by 210 accounts).
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Questions about Elizabeth
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.
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.
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