Texas Legacy Wealth Management

Texas Legacy Wealth Management (CRD# 158305) is a financial advisory firm headquartered in San Antonio, TX. They manage $135,753,318 in 568 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    568
    ACCOUNTS
  • Average Account Value
    $239,002
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
  • Pension consulting services
  • 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.

AR, CA, IL, LA, NC, NJ, TX

Financial Advisors at Texas Legacy Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Enzo T. Pellegrino
CRD#: 4392184
40 Ne Loop 410, Suite 644, San Antonio, TX 78216
96
Wealthminder
score

Enzo Pellegrino (CRD# 4392184) is an Investment Advisor Representative working at Texas Legacy Wealth Management in San Antonio, TX and has over 16 years of experience in the finance industry. Enzo Pellegrino 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
Simon J. Thompson
CRD#: 5436136
40 Ne Loop 410, Suite 644, San Antonio, TX 78216
96
Wealthminder
score

Simon Thompson (CRD# 5436136) is an Investment Advisor Representative working at Texas Legacy Wealth Management in San Antonio, TX and has over 10 years of experience in the finance industry.

3
Joseph L. Edson
CRD#: 1523776
21924 Agarito Lane, Spicewood, TX 78669
93
Wealthminder
score

Joseph Edson (CRD# 1523776) is an Investment Advisor Representative working at Texas Legacy Wealth Management in Spicewood, TX and has over 31 years of experience in the finance industry.

4
Teshay D. Flowers
CRD#: 5522593
3901 Arlington Highlands Blvd., Suite 200, Arlington, TX 76018
93
Wealthminder
score

Teshay Flowers (CRD# 5522593) is an Investment Advisor Representative working at Texas Legacy Wealth Management in Arlington, TX and has over 9 years of experience in the finance industry.

5
Aaron T. Hansz
CRD#: 5472864
40 Ne Loop 410, Suite 644, San Antonio, TX 78216
93
Wealthminder
score

Aaron Hansz (CRD# 5472864) is an Investment Advisor Representative working at Texas Legacy Wealth Management in San Antonio, TX and has over 9 years of experience in the finance industry.

6
Jose M. Gonzalez
CRD#: 5819310
40 Ne Loop 410, Suite 644, San Antonio, TX 78216
90
Wealthminder
score

Jose Gonzalez (CRD# 5819310) is an Investment Advisor Representative working at Texas Legacy Wealth Management in San Antonio, TX and has over 4 years of experience in the finance industry.

7
Stephanie F. Kinnunen
CRD#: 4555443
2591 North Dallas Parkway, Suite 300, Frisco, TX 75034
86
Wealthminder
score

Stephanie Kinnunen (CRD# 4555443) is an Investment Advisor Representative working at Texas Legacy Wealth Management in Frisco, TX and has over 15 years of experience in the finance industry. Stephanie Kinnunen 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.

8
Victoria C. Printz
CRD#: 5428691
40 Ne Loop 410, Suite 644, San Antonio, TX 78216
81
Wealthminder
score

Victoria Printz (CRD# 5428691) is an Investment Advisor Representative working at Texas Legacy Wealth Management in San Antonio, TX and has over 9 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.