Lawrence Epperly
Legacy Wealth Management · Memphis, Tennessee
Lawrence Epperly is a fee-only financial advisor at Legacy Wealth Management in Memphis, Tennessee, who holds the CFA credential. Lawrence 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.
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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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TN · CRD 6833223 |
| Exams passed | Series 65 (2017) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.legacywealth.com |
How Lawrence's firm compares
- Legacy Wealth Management's average account is about $569,000, from its Form ADV (assets managed divided by 4,667 accounts).
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Questions about Lawrence
Is Lawrence Epperly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence 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 Lawrence charge for financial advice?
Lawrence's firm, Legacy Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lawrence Epperly based?
Lawrence Epperly is based in Memphis, Tennessee.
What does Lawrence specialize in?
Lawrence's specialties include estate & legacy planning and family wealth transfer. Lawrence works with multi-generational families.
What credentials does Lawrence Epperly hold?
Lawrence Epperly holds the CFA credential.
Is Lawrence Epperly registered with the SEC?
Yes. Lawrence Epperly is registered as an investment adviser representative in TN (CRD 6833223), 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 Lawrence Epperly?
Through Lawrence'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.
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