Lindsey Mazzola
Legacy Wealth Management · Memphis, Tennessee
Lindsey Mazzola is a fee-only financial advisor at Legacy Wealth Management in Memphis, Tennessee, who holds the CFP credential. Lindsey 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 | CFP |
| SEC registration | Investment adviser representative in TN · CRD 4947344 |
| Exams passed | Series 65 (2005) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.legacywealth.com |
How Lindsey'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 Lindsey
Is Lindsey Mazzola a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lindsey 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 Lindsey charge for financial advice?
Lindsey's firm, Legacy Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lindsey Mazzola based?
Lindsey Mazzola is based in Memphis, Tennessee.
What does Lindsey specialize in?
Lindsey's specialties include estate & legacy planning and family wealth transfer. Lindsey works with multi-generational families.
What credentials does Lindsey Mazzola hold?
Lindsey Mazzola holds the CFP credential.
Is Lindsey Mazzola registered with the SEC?
Yes. Lindsey Mazzola is registered as an investment adviser representative in TN (CRD 4947344), 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 Lindsey Mazzola?
Through Lindsey'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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