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Advisor

Reginald Rhodes

Legacy Wealth Management Group · Dothan, Alabama

Reginald Rhodes is a fee-only financial advisor at Legacy Wealth Management Group in Dothan, Alabama. Legacy Wealth Management Group reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmLegacy Wealth Management Group
Based in Dothan, Alabama
Fee model (firm's Form ADV)Percentage of assets
Assets under management$1.6M across 5 accounts
SEC registration Investment adviser representative in AL · CRD 1806586
Exams passedSeries 65 (2020)
Firm size1 employee
Disclosures None reported
Websitelegacywealthal.com
LinkedInProfile

How Reginald's firm compares

  • Legacy Wealth Management Group's average account is about $319,000, from its Form ADV (assets managed divided by 5 accounts).

What fee-only advisors charge in Alabama

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Questions about Reginald

Is Reginald Rhodes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Reginald holds no broker registration, and Legacy Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Reginald charge for financial advice?

Reginald's firm, Legacy Wealth Management Group, reports charging a percentage of assets on its SEC Form ADV.

Where is Reginald Rhodes based?

Reginald Rhodes is based in Dothan, Alabama.

Is Reginald Rhodes registered with the SEC?

Yes. Reginald Rhodes is registered as an investment adviser representative in AL (CRD 1806586), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Legacy Wealth Management Group manage?

Legacy Wealth Management Group reports $1.6M across 5 accounts in assets under management.

How do I contact Reginald Rhodes?

Through Reginald's website, legacywealthal.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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