Wallace Hope
Legacy Wealth Management · Memphis, Tennessee
Wallace Hope is a fee-only financial advisor at Legacy Wealth Management in Memphis, Tennessee, who holds the CFA credential. Wallace 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 4216907 |
| Exams passed | Series 66 (2004) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.legacywealth.com |
How Wallace'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 Wallace
Is Wallace Hope a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wallace 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 Wallace charge for financial advice?
Wallace's firm, Legacy Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Wallace Hope based?
Wallace Hope is based in Memphis, Tennessee.
What does Wallace specialize in?
Wallace's specialties include estate & legacy planning and family wealth transfer. Wallace works with multi-generational families.
What credentials does Wallace Hope hold?
Wallace Hope holds the CFA credential.
Is Wallace Hope registered with the SEC?
Yes. Wallace Hope is registered as an investment adviser representative in TN (CRD 4216907), 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 Wallace Hope?
Through Wallace'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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