Jared Uribe-Sullivan
Legacy Advisors · Plymouth Meeting, Pennsylvania
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.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Executives
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 |
| Assets under management | $5.17B across 2,297 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6108607 |
| Exams passed | Series 63 (2013) |
| Firm size | 50 employees |
| Disclosures | None reported |
| Website | www.legacyadvice.com |
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Questions about Jared
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.
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 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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