Melissa Wagner
Melissa Wagner is a registered investment advisor at Legacy Wealth Partners, LLC, based in Lutz, FL, with 20 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,064 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee of up to 1.50% of assets under management. Fee payment arrangements can be negotiated.
Fee Estimator
Location
17961 Hunting Bow Circle, Suite 102, Lutz, FL, 33558
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melissa is a part owner and director of planning at Legacy Wealth Partners, LLC, where she works full-time as a Registered Investment Advisor, IAR, and also dedicates about 10-20% of her time as an insurance agent. She also holds positions at DMK Advisor Group, Inc., JAMMs LLC, and Red Rocks Planning Group, LLC, each requiring minimal time commitment.
Employment History
Current Registrations
Legacy Wealth Partners, LLC
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.Broker
Dmk Advisor Group, INC.
Previous Registrations
Aveo Capital Partners, LLC
Dmk Advisor Group, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
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