# Wilfred Henderson

> Wilfred Henderson is a fee-only financial advisor at Legacy Wealth Management in Ridgeland, Mississippi. Wilfred charges a percentage of assets and focuses on retirement planning, estate & legacy planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/wilfred-henderson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Legacy Wealth Management
- **Based in:** Ridgeland, Mississippi
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $458.6M across 193 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families, Early-career professionals
- **CRD:** 2646260 (https://adviserinfo.sec.gov/individual/summary/2646260)
- **SEC registration:** Investment adviser representative in LA, MS, TX
- **Exams passed:** Series 63 (1995), Series 66 (2007)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://mylegacy.ms

## Frequently asked questions

### Is Wilfred Henderson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Wilfred 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 Wilfred charge for financial advice?

Wilfred charges a percentage of assets.

### Where is Wilfred Henderson based?

Wilfred Henderson is based in Ridgeland, Mississippi.

### What does Wilfred specialize in?

Wilfred's specialties include retirement planning, estate & legacy planning and family wealth transfer. Wilfred works with multi-generational families and early-career professionals.

### Is Wilfred Henderson registered with the SEC?

Yes. Wilfred Henderson is registered as an investment adviser representative in LA, MS and TX (CRD 2646260), 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 Wilfred Henderson?

Through Wilfred's website, mylegacy.ms.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2646260): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://mylegacy.ms/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.