Joshua Barnes
Legacy Advisors · Plymouth Meeting, Pennsylvania
Joshua Barnes is a fee-only financial advisor at Legacy Advisors in Plymouth Meeting, Pennsylvania. Joshua focuses on estate & legacy planning and family wealth transfer. Legacy Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Executives
Facts
| Firm | Legacy Advisors |
|---|---|
| Based in | Plymouth Meeting, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $5.17B across 2,297 accounts |
| SEC registration | Investment adviser representative in PA · CRD 8191650 |
| Exams passed | Series 65 (2024) |
| Firm size | 50 employees |
| Disclosures | None reported |
| Website | www.legacyadvice.com |
How Joshua's firm compares
- Legacy Advisors's average account is about $2.3 million, from its Form ADV (assets managed divided by 2,297 accounts).
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Questions about Joshua
Is Joshua Barnes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Legacy Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Legacy Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Barnes based?
Joshua Barnes is based in Plymouth Meeting, Pennsylvania.
What does Joshua specialize in?
Joshua's specialties include estate & legacy planning and family wealth transfer. Joshua works with multi-generational families, founders and executives.
Is Joshua Barnes registered with the SEC?
Yes. Joshua Barnes is registered as an investment adviser representative in PA (CRD 8191650), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Legacy Advisors manage?
Legacy Advisors reports $5.17B across 2,297 accounts in assets under management.
How do I contact Joshua Barnes?
Through Joshua's website, www.legacyadvice.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 Advisors 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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