Legacy Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“Financial Planning & Consulting Financial planning and business & real estate consulting services can be provided for a fixed fee starting at $2,500 per engagement, based on the complexity of the project and will be agreed upon in advance and will be stated in the written agreement that the client signs, or on an…”

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

How Legacy Wealth Advisors, LLC bills

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

• “We will provide you with an invoice when the services are completed.”
• “We expect payment of the invoice upon receipt.”
• “Additional fees, to be mutually agreed upon in advance, may be charged for specialized services not anticipated in the original fee.”

How Legacy Wealth Advisors, LLC’s fees compare

• Its flat or project fee of $2,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 15 other planners in San Jose that publish a flat or project fee charge less.

About Legacy Wealth Advisors, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

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

1.5% a year

Clients

62

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$178,343,622

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

127758

Website

LegacyWealthAdvisorsLLC.com (opens in new tab)

Phone

(408) 452-7700

Other planners in San Jose that publish fees

• Align Wealth Management, LLCSan Jose$300⁠-⁠$800/hr, Up to $50,000
• Amaral Financial PlanningSan Jose$500/hr
• Arena Advisors LLCSan Jose$250⁠-⁠$5,000
• Brightplan LLCSan Jose$20/mo
• Chief Capital Management, IncSan Jose$200/hr
• Concentrum Wealth ManagementSan Jose$350/hr, $2,000⁠-⁠$30,000

Compare all 33 planners in San Jose