Forbes Watson
Legacy Wealth Management · Ridgeland, Mississippi
Forbes Watson is a fee-only financial advisor at Legacy Wealth Management in Ridgeland, Mississippi. Forbes charges a percentage of assets and focuses on retirement planning, estate & legacy planning and family wealth transfer.
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Specialties
Who they serve
- Multi-generational families
- Early-career professionals
Facts
| Firm | Legacy Wealth Management |
|---|---|
| Based in | Ridgeland, Mississippi |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $458.6M across 193 accounts |
| SEC registration | Investment adviser representative in MS · CRD 1050748 |
| Exams passed | Series 65 (2010) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | mylegacy.ms |
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Questions about Forbes
Is Forbes Watson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Forbes 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 Forbes charge for financial advice?
Forbes charges a percentage of assets.
Where is Forbes Watson based?
Forbes Watson is based in Ridgeland, Mississippi.
What does Forbes specialize in?
Forbes's specialties include retirement planning, estate & legacy planning and family wealth transfer. Forbes works with multi-generational families and early-career professionals.
Is Forbes Watson registered with the SEC?
Yes. Forbes Watson is registered as an investment adviser representative in MS (CRD 1050748), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Legacy Wealth Management manage?
Legacy Wealth Management reports $458.6M across 193 accounts in assets under management.
How do I contact Forbes Watson?
Through Forbes's website, mylegacy.ms.
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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