Legacybridge Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“Base Tier: $3,000 annually Mid Tier: $5,000 annually Premium Tier: $10,000 annually 7 Hourly Fees For specific projects or services outside the scope of the annual financial planning agreement, Adviser charges $450 per hour, billed in 15-minute increments.”

Annual fee

$3,000⁠-⁠$10,000/yr

From the same sentence as above.

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

How Legacybridge Wealth Management, LLC bills

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

• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
• “Clients may terminate the agreement without penalty, for full refund of LWML’s fees, within five business days of signing the Financial Planning Agreement.”
• “Fees are billed monthly in advance at one-twelfth (1/12) of the annual fee.”

How Legacybridge Wealth Management, LLC’s fees compare

• Its hourly rate of $450 is above the Georgia median of $250. 88% of the 169 other Georgia planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Savannah that publish an hourly rate charge less.
• Its annual fee of $3,000-$10,000 spans the Georgia median of $5,438. 57% of the 47 other Georgia planners that publish an annual fee charge less.
• 2 of the 2 other planners in Savannah that publish an annual fee charge less.

About Legacybridge Wealth Management, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 years).

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% a year

Clients

7

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, pension consulting, and selecting other advisers

Assets managed

$3,507,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332997

Website

legacybridgewealth.com (opens in new tab)

Phone

(912) 600-2022

Can advise clients in 2 states: Georgia, Virginia

Other planners in Savannah that publish fees

• Alpha Financial Management, Inc.Savannah$2,000⁠-⁠$10,000/yr
• Ati Wealth Partners, LLCSavannah$200/hr, $1,800
• Bull Street AdvisorsSavannah$2,000/yr
• Constant Cashflow, LLCSavannah$150⁠-⁠$300/hr, $2,000⁠-⁠$4,000
• KCG Investment Advisory Services LLCSavannah$250/hr
• M3 Advisors, LLCSavannah$100⁠-⁠$800/hr

Compare all 12 planners in Savannah