Firm
Legacy Wealth Management
Memphis, Tennessee
Fee-only
Legacy Wealth Management at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 15 advisors are listed here; 11 of 15 hold the CFP.
- Its Form ADV reports 22 employees and 1,460 individual clients, 674 of them high net worth.
- Its average account is about $569,000 (assets it manages divided by its 4,667 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Memphis, Tennessee |
|---|---|
| Website | legacywealth.com |
| Phone | (901) 758-9006 |
Legacy Wealth Management fees
Legacy 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 · Fixed fees |
|---|---|
| Assets managed | $2.7 billion |
| Individual clients | 786 |
| High-net-worth clients | 674 |
| Accounts managed | 4,667 |
| Employees | 22 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-18073) |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 108619 |