# Joseph Birch

> Joseph Birch is a fee-only financial advisor at Legacy Wealth Management in Memphis, Tennessee. Joseph focuses on estate & legacy planning and family wealth transfer. Legacy Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Legacy Wealth Management
- **Based in:** Memphis, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.66B across 4,667 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6390613 (https://adviserinfo.sec.gov/individual/summary/6390613)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 65 (2015)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** https://www.legacywealth.com

## Frequently asked questions

### Is Joseph Birch a fee-only financial advisor?

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

### How does Joseph charge for financial advice?

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

### Where is Joseph Birch based?

Joseph Birch is based in Memphis, Tennessee.

### What does Joseph specialize in?

Joseph's specialties include estate & legacy planning and family wealth transfer. Joseph works with multi-generational families.

### Is Joseph Birch registered with the SEC?

Yes. Joseph Birch is registered as an investment adviser representative in TN (CRD 6390613), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Legacy Wealth Management manage?

Legacy Wealth Management reports $2.66B across 4,667 accounts in assets under management.

### How do I contact Joseph Birch?

Through Joseph's website, www.legacywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6390613): 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://www.legacywealth.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.