Fee-only adviser · Ridgeland, MS
Legacy Wealth Management, LLC
Legacy Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Ridgeland, Mississippi. On its latest Form ADV, filed July 15, 2026, it reports $459M in regulatory assets under management, 96 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 304659 · SEC file 801-117015 |
| Office | 300 Concourse Blvd, Suite 102 Ridgeland, MS 39157 |
| Phone | (601) 499-1970 |
| Website | mylegacy.ms |
| Regulatory assets under management | $459M ($394M discretionary) |
| Individual clients | 56 non-high-net-worth, 40 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 15, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Ridgeland
- Mag Cap $1.7B
- New Perspectives, Inc. $309M
- Easley Investment Consultants, Inc. $224M
- Renaissance Advisors $147M
- Bergland Wealth Management, Inc. $87M
- Eversight Wealth LLC $103M
See all 10 fee-only advisers in Ridgeland →
Nearby
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