Legacy Wealth Planning Group fees and pricing
Financial planner in Tampa, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 20, 2026, Legacy Wealth Planning Group charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The Advisor’s hourly fee will be billed at a rate of $250 per hour and will be negotiated and agreed upon by the parties in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Legacy Wealth Planning Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees payable in advance will be based on the value of portfolio assets of the account managed by the Advisor as of the opening of business on the first business day of each month.”
- “Fees payable in arrears will be based on the value of portfolio assets of the account on the last business day of the month.”
- “New account fees will be prorated from the inception of the account to the end of the first month.”
How Legacy Wealth Planning Group’s fees compare
- Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
- 6 of the 20 other planners in Tampa that publish an hourly rate charge less.
About Legacy Wealth Planning Group
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- 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
- 18
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $34,357,942
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327818
- Phone
- (813) 928-3867
Can advise clients in 3 states: Florida, Louisiana, Virginia
Other planners in Tampa that publish fees
- Aft Financial PlanningTampa$300/hr, $1,500-$5,000
- American Family Legacy GroupTampa$300/hr
- Blade FinancialTampa$275/hr, $1,000-$2,500
- Brightwater Advisory, LLCTampa$200-$400/hr, $400-$3,000
- Caliber Wealth AdvisoryTampa$500-$10,000, $100-$750/mo
- Code Waechter LLCTampa$750-$6,000
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.