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Legacy Wealth FoundersFinancial advisor in Charlotte, NC

Legacy Wealth Founders is a financial advisor at 600 S Tryon St Floor #18 Suite 1859, Charlotte, NC 28202, ranked #50 of 273 financial advisors in Charlotte and rated 5.0 from 11 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charlotte, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 299-5433Website ↗

Key facts

Key facts about Legacy Wealth Founders
Address600 S Tryon St Floor #18 Suite 1859, Charlotte, NC 28202Get directions
Phone(704) 299-5433
Websitelegacywealthfounders.com
HoursMonday to Friday: 9 AM – 6 PM; Saturday: 9 AM – 4 PM
Google rating5.0 from 11 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Charlotte and 11 towns within 25 miles: Matthews, Belmont, Mount Holly, Mint Hill, Harrisburg, Huntersville, Stallings, Indian Trail, Weddington, Cornelius and Davidson.

Based in Charlotte, NCView on map

Opening hours

Opening hours for Legacy Wealth Founders
DayHours
Monday9 AM – 6 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 6 PM
Saturday9 AM – 4 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Legacy Wealth Founders

How is Legacy Wealth Founders ranked in Charlotte?

Legacy Wealth Founders is ranked #50 of 273 financial advisors in Charlotte by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Legacy Wealth Founders’ hours?

Legacy Wealth Founders is open Monday to Saturday. Its listed hours are Monday to Friday, 9 AM – 6 PM; Saturday, 9 AM – 4 PM. On Saturdays it is open 9 AM to 4 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Legacy Wealth Founders serve?

Serves Charlotte and 11 towns within 25 miles: Matthews, Belmont, Mount Holly, Mint Hill, Harrisburg, Huntersville, Stallings, Indian Trail, Weddington, Cornelius and Davidson. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Legacy Wealth Founders?

Legacy Wealth Founders has a rating of 5.0 from 11 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Legacy Wealth Founders?

Call Legacy Wealth Founders on (704) 299-5433. The business is at 600 S Tryon St Floor #18 Suite 1859, Charlotte, NC 28202. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Legacy Wealth Founders compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Legacy Wealth Founders (this business)—685.0 (11)YesNo
Edward Jones - Financial Advisor: John V O'Connor#48685.0 (12)NoNo3.4 mi
Kristin Gravitt, PLLC#49685.0 (29)NoNo9.0 mi

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