Legacy Wealth Group fees and pricing

Published fees

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

Hourly rate

$250/hr

“Legacy Wealth Group may provide consulting services on an hourly basis at a rate of $250 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“Legacy Wealth Group may charge a fixed fee for standalone financial planning services ranging from $1,000 to $5,000, depending on the scope and complexity of the engagement.”

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

How Legacy Wealth Group bills

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

• “For new advisory accounts established during a calendar quarter, the initial advisory fee is generally billed on the first business day of the month following account funding.”
• “The initial fee is prorated from the account's billing start date through the end of the current calendar quarter.”
• “Thereafter, advisory fees are billed quarterly in advance.”

How Legacy Wealth Group’s fees compare

• Its hourly rate of $250 is below the Nevada median of $300. 23% of the 64 other Nevada planners that publish an hourly rate charge less.
• 5 of the 24 other planners in Las Vegas that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 is below the Nevada median of $5,000. 32% of the 50 other Nevada planners that publish a flat or project fee charge less.
• 9 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.

About Legacy Wealth Group

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Tax planning

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

117

Employees

2

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$67,402,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340152

Website

lvwealthgroup.com (opens in new tab)

Phone

(702) 871-2727

Other planners in Las Vegas that publish fees

• Adaptive Wealth EngineeringLas Vegas$500/hr
• Backbone Planning Partners LLCLas Vegas$500⁠-⁠$15,000, $5,000⁠-⁠$50,000/yr
• Bird Spring Financial LLCLas Vegas$350⁠-⁠$500/hr, $525⁠-⁠$7,500
• Black Card CircleLas Vegas$350/hr, $1,500⁠-⁠$50,000
• Buckley WealthLas Vegas$50,000, $50,000/yr
• Clarity Council Financial, LLCLas Vegas$200/hr, $1,000

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