Maggie Hartness
Legacy Wealth Management · Ridgeland, Mississippi
Maggie Hartness is a fee-only financial advisor at Legacy Wealth Management in Ridgeland, Mississippi. Maggie charges a percentage of assets and focuses on retirement planning, estate & legacy planning and family wealth transfer.
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Specialties
Who they serve
- Multi-generational families
- Early-career professionals
Facts
| Firm | Legacy Wealth Management |
|---|---|
| Based in | Ridgeland, Mississippi |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $458.6M across 193 accounts |
| SEC registration | Investment adviser representative in MS · CRD 7535157 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | mylegacy.ms |
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Questions about Maggie
Is Maggie Hartness a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maggie 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 Maggie charge for financial advice?
Maggie charges a percentage of assets.
Where is Maggie Hartness based?
Maggie Hartness is based in Ridgeland, Mississippi.
What does Maggie specialize in?
Maggie's specialties include retirement planning, estate & legacy planning and family wealth transfer. Maggie works with multi-generational families and early-career professionals.
Is Maggie Hartness registered with the SEC?
Yes. Maggie Hartness is registered as an investment adviser representative in MS (CRD 7535157), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Legacy Wealth Management manage?
Legacy Wealth Management reports $458.6M across 193 accounts in assets under management.
How do I contact Maggie Hartness?
Through Maggie's website, mylegacy.ms.
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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