# Jared Uribe-Sullivan

> Jared Uribe-Sullivan is a fee-only financial advisor at Legacy Advisors in Plymouth Meeting, Pennsylvania, who holds the CFP credential. Jared focuses on estate & legacy planning and family wealth transfer. Legacy Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Legacy Advisors
- **Based in:** Plymouth Meeting, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $5.17B across 2,297 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families, Founders, Executives
- **CRD:** 6108607 (https://adviserinfo.sec.gov/individual/summary/6108607)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2013)
- **Firm size:** 50 employees
- **Disclosures:** None reported
- **Website:** http://www.legacyadvice.com/

## Frequently asked questions

### Is Jared Uribe-Sullivan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and Legacy Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jared charge for financial advice?

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

### Where is Jared Uribe-Sullivan based?

Jared Uribe-Sullivan is based in Plymouth Meeting, Pennsylvania.

### What does Jared specialize in?

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

### What credentials does Jared Uribe-Sullivan hold?

Jared Uribe-Sullivan holds the CFP credential.

### Is Jared Uribe-Sullivan registered with the SEC?

Yes. Jared Uribe-Sullivan is registered as an investment adviser representative in PA (CRD 6108607), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Legacy Advisors manage?

Legacy Advisors reports $5.17B across 2,297 accounts in assets under management.

### How do I contact Jared Uribe-Sullivan?

Through Jared's website, www.legacyadvice.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6108607): 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://legacyadvice.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.