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LEGACY WEALTH

Financial Advisor serving Woodbury, New York · 1 of 7 financial advisors in the area

📍 683 BIELENBERG DRIVE, WOODBURY, MN 55125, Woodbury, New York
📞 (651) 621-••••
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📍 683 BIELENBERG DRIVE, WOODBURY, MN 55125, Woodbury, New York

About LEGACY WEALTH

LEGACY WEALTH is a financial advisor located in Woodbury, New York. As a local financial advisor, they serve Woodbury and surrounding communities in New York. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Woodbury should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Woodbury

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Woodbury may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Woodbury

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Woodbury?
Financial Advisors in Woodbury typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Woodbury?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 7 financial advisors in Woodbury to choose from.
Does LEGACY WEALTH offer free quotes?
Contact LEGACY WEALTH directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Woodbury

CONSOLIDATED PORTFOLIO REVIEW CORP

125 FROEHLICH FARM BLVD., WOODBURY, NY 11797

VANDERBILT ADVISORY SERVICES

125 FROEHLICH FARM BLVD., WOODBURY, NY 11797

U.S. WEALTH GROUP, LLC

7600 JERICHO TURNPIKE, WOODBURY, NY 11797

SPIELBERGER & BROOKS, INC.

7600 JERICHO TURNPIKE, WOODBURY, NY 11797

PFG INVESTMENTS, LLC

125 FROEHLICH FARM BLVD.

FUSION FAMILY WEALTH, LLC

88 FROEHLICH FARM BOULEVARD