Legacy Wealth Management, Inc. fees and pricing

Financial planner in Cape Coral, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 2, 2026, Legacy Wealth Management, Inc. charges $300 an hour for financial planning.

Published fees

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

Hourly rate: $300/hr; “Services are offered based on an hourly fee of $300 per hour.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“If margin is utilized, the fees will be billed based on the net asset value of the account.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.

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% a year
Clients: 4
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $6,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 306557
Phone: (715) 456-2274

Can advise clients in 2 states: Florida, Wisconsin

Is something on this page wrong or out of date?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.