# Joseph McElwee

> Joseph McElwee is a fee-only financial advisor at Legacy Wealth Planning Group in Tampa, Florida, who holds the CFP credential. Legacy Wealth Planning Group reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Legacy Wealth Planning Group
- **Based in:** Tampa, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $34.4M across 56 accounts
- **Credentials:** CFP
- **Works with:** Founders, Retirees, Early-career professionals, Executives
- **CRD:** 5025133 (https://adviserinfo.sec.gov/individual/summary/5025133)
- **SEC registration:** Investment adviser representative in FL, LA, VA
- **Exams passed:** Series 63 (2006), Series 66 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.legacywealthpg.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Legacy Wealth Planning Group 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 Planning Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Does Joseph work with clients virtually?

Yes. Legacy Wealth Planning Group says on its website that it works with clients remotely.

### Where is Joseph McElwee based?

Joseph McElwee is based in Tampa, Florida.

### What credentials does Joseph McElwee hold?

Joseph McElwee holds the CFP credential.

### Is Joseph McElwee registered with the SEC?

Yes. Joseph McElwee is registered as an investment adviser representative in FL, LA and VA (CRD 5025133), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Legacy Wealth Planning Group manage?

Legacy Wealth Planning Group reports $34.4M across 56 accounts in assets under management.

### How do I contact Joseph McElwee?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5025133): 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.legacywealthpg.com/): specialties, clients served, and fees, checked October 30, 2026

---

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