Firm
Legacy Wealth Planning Group
Tampa, Florida
Fee-only
Facts
| Based in | Tampa, Florida |
|---|---|
| Website | legacywealthpg.com |
| [email protected] | |
| Phone | (813) 928-3867 |
Legacy Wealth Planning Group fees
Legacy Wealth Planning Group 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 |
|---|---|
| Assets managed | $34 million |
| Individual clients | 6 |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 327818 |