Legacy Wealth Management

Legacy Wealth Management (CRD# 158010) is a financial advisory firm headquartered in Plainfield, IN. They manage $13,500,435 in 172 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $78,491
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
  • Educational seminars/workshops
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.

IN

Financial Advisors at Legacy Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Joseph Q. Manley
CRD#: 6716859
2498 Perry Crossing Way, Suite 210, Plainfield, IN 46168
88
Wealthminder
score

Joseph Manley (CRD# 6716859) is an Investment Advisor Representative working at Legacy Wealth Management in Plainfield, IN and has 1 year of experience in the finance industry.

2
Brian J. Wheeler
CRD#: 4154771
2498 Perry Crossing Way, Suite 210, Plainfield, IN 46168
73
Wealthminder
score

Brian Wheeler (CRD# 4154771) is an Investment Advisor Representative working at Legacy Wealth Management in Plainfield, IN and has over 18 years of experience in the finance industry.

3
Christopher M. Herrmann
CRD#: 4123657
2498 Perry Crossing Way, Suite 210, Plainfield, IN 46168
46
Wealthminder
score

Christopher Herrmann (CRD# 4123657) is an Investment Advisor Representative working at Legacy Wealth Management in Plainfield, IN and has over 18 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.