Hieu Nguyen
Legacitree Wealth Management · Buford, Georgia
Hieu Nguyen is a fee-only financial advisor at Legacitree Wealth Management in Buford, Georgia. Legacitree Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Legacitree Wealth Management |
|---|---|
| Based in | Buford, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $7.8M across 80 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 6111272 |
| Exams passed | Series 63 (2015) · Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Hieu's firm compares
- Legacitree Wealth Management's average account is about $98,000, from its Form ADV (assets managed divided by 80 accounts).
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Questions about Hieu
Is Hieu Nguyen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hieu holds no broker registration, and Legacitree Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hieu charge for financial advice?
Hieu's firm, Legacitree Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Hieu Nguyen based?
Hieu Nguyen is based in Buford, Georgia.
Is Hieu Nguyen registered with the SEC?
Yes. Hieu Nguyen is registered as an investment adviser representative in GA and TX (CRD 6111272), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Legacitree Wealth Management manage?
Legacitree Wealth Management reports $7.8M across 80 accounts in assets under management.
How do I contact Hieu Nguyen?
Contact details aren't on file yet. Search for Legacitree Wealth Management.
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
- 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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