Tamara Surratt
Legacy Family Office · Bonita Springs, Florida
Tamara Surratt is a fee-only financial advisor at Legacy Family Office in Bonita Springs, Florida. Tamara focuses on estate & legacy planning, tax planning and family wealth transfer. Legacy Family Office reports charging fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Legacy Family Office |
|---|---|
| Based in | Bonita Springs, Florida |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $65.1M across 71 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 4371065 |
| Exams passed | Series 66 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.legacyfamilyoffice.com |
| Profile |
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Questions about Tamara
Is Tamara Surratt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tamara holds no broker registration, and Legacy Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tamara charge for financial advice?
Tamara's firm, Legacy Family Office, reports charging fixed fees on its SEC Form ADV.
Where is Tamara Surratt based?
Tamara Surratt is based in Bonita Springs, Florida.
What does Tamara specialize in?
Tamara's specialties include estate & legacy planning, tax planning, family wealth transfer and retirement planning. Tamara works with ultra high net worth and multi-generational families.
Is Tamara Surratt registered with the SEC?
Yes. Tamara Surratt is registered as an investment adviser representative in FL and TX (CRD 4371065), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Legacy Family Office manage?
Legacy Family Office reports $65.1M across 71 accounts in assets under management.
How do I contact Tamara Surratt?
Through Tamara's website, www.legacyfamilyoffice.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 Family Office 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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