Firm
Legacitree Wealth Management
Buford, Georgia
Fee-only
Legacitree Wealth Management at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 70 individual clients.
- Its average account is about $98,000 (assets it manages divided by its 80 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Buford, Georgia |
|---|---|
| Phone | (678) 983-8468 |
Legacitree Wealth Management fees
Legacitree Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 70 |
| Accounts managed | 80 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | May 7, 2026 |
| SEC record | CRD 311540 |