Jeffrey Rehm
Legacy Wealth Advisors · West Palm Beach, Florida
Jeffrey Rehm is a fee-only financial advisor at Legacy Wealth Advisors in West Palm Beach, Florida. 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 | West Palm Beach, Florida |
| 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 2930552 |
| Exams passed | Series 63 (1998) · Series 65 (2006) · Series 66 (2016) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | lwgadvisors.com |
| Profile |
How Jeffrey'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 Jeffrey
Is Jeffrey Rehm a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?
Jeffrey's firm, Legacy Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Rehm based?
Jeffrey Rehm is based in West Palm Beach, Florida.
Is Jeffrey Rehm registered with the SEC?
Yes. Jeffrey Rehm is registered as an investment adviser representative in CA and FL (CRD 2930552), 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 Jeffrey Rehm?
Through Jeffrey'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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