Julian Dallas
Legacy Wealth Advisors · North Miami Beach, Florida
Julian Dallas is a fee-only financial advisor at Legacy Wealth Advisors in North Miami Beach, Florida. Legacy Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Legacy Wealth Advisors |
|---|---|
| Based in | North Miami Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $922.8M across 279 accounts |
| SEC registration | Investment adviser representative in CA, FL · CRD 8250992 |
| Exams passed | Series 65 (2026) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | lwgadvisors.com |
How Julian's firm compares
- Legacy Wealth Advisors's average account is about $3.3 million, from its Form ADV (assets managed divided by 279 accounts).
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Questions about Julian
Is Julian Dallas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julian holds no broker registration, and Legacy Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julian charge for financial advice?
Julian's firm, Legacy Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Julian Dallas based?
Julian Dallas is based in North Miami Beach, Florida.
Is Julian Dallas registered with the SEC?
Yes. Julian Dallas is registered as an investment adviser representative in CA and FL (CRD 8250992), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Legacy Wealth Advisors manage?
Legacy Wealth Advisors reports $922.8M across 279 accounts in assets under management.
How do I contact Julian Dallas?
Through Julian's website, lwgadvisors.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
- 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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