Firm
Legacy Edge Advisors
Syosset, New York
Fee-only
Legacy Edge Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 18 advisors are listed here; 5 of 18 hold the CFP.
- Its Form ADV reports 18 employees and 530 individual clients, 442 of them high net worth.
- Its average account is about $2.3 million (assets it manages divided by its 532 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Syosset, New York |
|---|---|
| Phone | (516) 447-4200 |
Legacy Edge Advisors fees
Legacy Edge Advisors 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 |
|---|---|
| Assets managed | $1.2 billion |
| Individual clients | 88 |
| High-net-worth clients | 442 |
| Accounts managed | 532 |
| Employees | 18 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-128842) |
| Financial planning | Offered |
| Form ADV filed | April 16, 2026 |
| SEC record | CRD 328064 |