Joseph Birch
Legacy Wealth Management · Memphis, Tennessee
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.
Request an introduction to Joseph →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Legacy Wealth Management |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.66B across 4,667 accounts |
| SEC registration | Investment adviser representative in TN · CRD 6390613 |
| Exams passed | Series 65 (2015) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.legacywealth.com |
How Joseph's firm compares
- Legacy Wealth Management's average account is about $569,000, from its Form ADV (assets managed divided by 4,667 accounts).
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joseph
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.
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 Wealth Management 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.
See something wrong? Request a correction. Read our methodology.