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AH
CFP
AH
CFP
Anthony Huber
Legacy Wealth Management, LLC
5 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
Retirement Planning
Legacy Wealth Management, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,121 clients
Average Client Portfolio
$225K average
Assets Under Management
$476.5M
Fee Structure
Investment Management
Planning
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Location
13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Criminal
July 2020
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Legacy Wealth Management, LLC
February 2025 - Present · 1 yr
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2021 - January 2025 · 3 yrs 3 mos
Fidelity Brokerage Services LLC
Broker
June 2020 - January 2025 · 4 yrs 7 mos
State Registrations
1 state
ID
Advisor
Exams
No exam information available for this advisor.
Anthony Huber - Financial Advisor | TrueAdvisor