Joseph McElwee
Legacy Wealth Planning Group · Tampa, Florida
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.
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Who they serve
- Founders
- Retirees
- Early-career professionals
- Executives
Facts
| Firm | Legacy Wealth Planning Group |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Works virtually | Yes |
| Assets under management | $34.4M across 56 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, LA, VA · CRD 5025133 |
| Exams passed | Series 63 (2006) · Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.legacywealthpg.com |
| Profile |
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Questions about Joseph
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.
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 Planning Group 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.
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