Jason Hathaway
Legacy Wealth Advisors · Newport Beach, California
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.
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Facts
| Firm | Legacy Wealth Advisors |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $922.8M across 279 accounts |
| SEC registration | Investment adviser representative in CA, FL · CRD 5001545 |
| Exams passed | Series 63 (2015) · Series 65 (2018) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | lwgadvisors.com |
| Profile |
How Jason's firm compares
- Legacy Wealth Advisors's average account is about $3.3 million, from its Form ADV (assets managed divided by 279 accounts).
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Questions about Jason
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.
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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