Updated November 20, 2023
Avatar

Legacy Wealth Advisors

Investment Advisor Firm
Total assets under management$108M
Years in business24+

About Legacy Wealth Advisors

Founded in 2000, Legacy Wealth Advisors is an independent fee-only registered investment advisor (RIA) and wealth management firm based in Silicon Valley. The company was created based on the founder's personal experiences managing his family's investments, financial planning, estate planning, and philanthropic endeavors.

Legacy's primary mission is to cater to the comprehensive needs of high-net-worth individuals, multi-family offices, and institutional clients in a personalized and service-oriented manner. They employ a team approach, often collaborating with clients' other advisors — such as CPAs, estate planning attorneys, and allied service providers — to develop and implement long-term strategic plans.

The company prides itself on solving complex problems for clients, rejecting "one size fits all" approaches. They offer a range of investment options including real estate, healthcare, biotech, socially responsible investing (ESG/impact investing), passive index strategies, active alpha-generating strategies, tax-efficient strategies, and diversifying concentrated positions in publicly held stocks or closely held businesses.

Legacy Wealth Advisors thrives on addressing the most intricate challenges faced by their clients. With their objective and approachable tone, they aim to provide top-notch financial advice and services to ensure the long-term success of their clients' wealth management goals.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Optimization
  4. Impact Investing
  5. Index strategies

More about Legacy Wealth Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1277584

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Legacy Wealth Advisors.

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Legacy Wealth Advisors.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Are you a financial advisor?Join us

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ