Legacy Wealth Advisors, Inc.

Legacy Wealth Advisors, Inc. (CRD# 114868) is a financial advisory firm headquartered in Waxahachie, TX. They manage $31,191,140 in 301 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $103,625
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Legacy Wealth Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Danny J. Frazell
CRD#: 1431523
2001 Bates Dr., Suite 100, Waxahachie, TX 75167
96
Wealthminder
score

Danny Frazell (CRD# 1431523) is an Investment Advisor Representative working at Legacy Wealth Advisors, Inc. in Waxahachie, TX and has over 31 years of experience in the finance industry. Danny Frazell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John D. Landrum
CRD#: 2424615
2001 Bates Dr., Suite 100, Waxahachie, TX 75167
93
Wealthminder
score

John Landrum (CRD# 2424615) is an Investment Advisor Representative working at Legacy Wealth Advisors, Inc. in Waxahachie, TX and has over 22 years of experience in the finance industry.

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