Legacy Wealth Advisors, LLC fees and pricing

Financial planner in Clinton Township, Michigan. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 17, 2026, Legacy Wealth Advisors, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “AND CONSULTING LWA charges an hourly fee of $250.00 per hour for financial planning.”

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

“Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, - 3- fees will be prorated based on the days services are provided during the given period.”
“All refunds will be sent via Check to the Client’s address of record within ten (10) days of termination.”

Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 248
Employees: 2
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $132,310,152
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 281810
Website: twitter.com/legacywealthadv (opens in new tab)
Phone: (586) 273-0072

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.