# Legacy Retirement Advisors

> Legacy Retirement Advisors is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 157453
- Filed as: LEGACY RETIREMENT ADVISORS
- Legal name: Legacy Wealth Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/157453
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-retirement-advisors-157453

## Quick answers

**How is Legacy Retirement Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Retirement Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Legacy Retirement Advisors registered with the SEC or a state?**
Legacy Retirement Advisors is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 157453.

**How much does Legacy Retirement Advisors manage?**
Legacy Retirement Advisors reports $15,449,065 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**What types of clients does Legacy Retirement Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (91).

**Does Legacy Retirement Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/157453

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,449,065
- Discretionary: $15,449,065
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 91 | $11,612,132 |
| High net worth individuals | Fewer than 5 | $3,836,933 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lradvisor.com
- Facebook @Legacyretirementadvisors
- LinkedIn @AARONBRITZ
- X @AARONBRITZ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Retirement Advisors (CRD 157453): Form ADV filing data as of October 2026.