# Jason Hathaway

> Jason Hathaway is a fee-only financial advisor at Legacy Wealth Advisors in Newport Beach, California. Legacy Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-hathaway/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Legacy Wealth Advisors
- **Based in:** Newport Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $922.8M across 279 accounts
- **CRD:** 5001545 (https://adviserinfo.sec.gov/individual/summary/5001545)
- **SEC registration:** Investment adviser representative in CA, FL
- **Exams passed:** Series 63 (2015), Series 65 (2018)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://lwgadvisors.com/

## Frequently asked questions

### Is Jason Hathaway a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason 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 Jason charge for financial advice?

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

### Where is Jason Hathaway based?

Jason Hathaway is based in Newport Beach, California.

### Is Jason Hathaway registered with the SEC?

Yes. Jason Hathaway is registered as an investment adviser representative in CA and FL (CRD 5001545), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Legacy Wealth Advisors manage?

Legacy Wealth Advisors reports $922.8M across 279 accounts in assets under management.

### How do I contact Jason Hathaway?

Through Jason's website, lwgadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5001545): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.