Legacy Edge Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $200 and $500.”

Flat or project fee

$2,000⁠-⁠$25,000

“The negotiated fixed rate for creating client financial plans is between $2,000 and $25,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Legacy Edge Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a 4 full refund of Legacy Edge Advisors’ fees within five business days of signing the Investment Advisory Agreement.”
• “Clients may terminate the agreement without penalty, for full refund of Legacy Edge Advisors’ fees, within five business days of signing the Financial Planning Agreement.”

How Legacy Edge Advisors’ fees compare

• Its hourly rate of $200-$500 spans the New York median of $300. 62% of the 301 other New York planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Syosset that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$25,000 spans the New York median of $4,500. 89% of the 251 other New York planners that publish a flat or project fee charge less.

About Legacy Edge Advisors

• Firm size: 18 employees.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Clients

530

Employees

18

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,228,771,954

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

328064

Phone

(516) 447-4200

Can advise clients in 12 states: California, Colorado, Connecticut, Florida, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Texas

Other planners in Syosset that publish fees

• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Arcanum Capital Management LLCSyosset$5,000
• Haystack Financial PlanningSyosset$300/hr, $250⁠-⁠$1,000/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr

Compare all 5 planners in Syosset