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Wealth Legacy Group, Inc.Financial advisor in San Diego, CA

Wealth Legacy Group, Inc. is a financial advisor at 4540 Kearny Villa Rd STE 114, San Diego, CA 92123, ranked #49 of 266 financial advisors in San Diego and rated 5.0 from 15 Google reviews. Open Monday to Friday.

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.

San Diego, CAUpdated 0 paid placements in any rankingHow we rank

Call (858) 569-0633Website ↗

Key facts

Key facts about Wealth Legacy Group, Inc.
Address4540 Kearny Villa Rd STE 114, San Diego, CA 92123Get directions
Phone(858) 569-0633
Websitewealthlegacygroup.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 15 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Diego and 11 towns within 25 miles: Mira Mesa, La Jolla, La Mesa, Lemon Grove, Rancho Penasquitos, Coronado, Santee, Spring Valley, National City, El Cajon and Casa de Oro-Mount Helix.

Based in San Diego, CAView on map

Opening hours

Opening hours for Wealth Legacy Group, Inc.
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Wealth Legacy Group, Inc.

How is Wealth Legacy Group, Inc. ranked in San Diego?

Wealth Legacy Group, Inc. is ranked #49 of 266 financial advisors in San Diego by RFA Score, with 69 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 Wealth Legacy Group, Inc.’s hours?

Wealth Legacy Group, Inc. is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Wealth Legacy Group, Inc. serve?

Serves San Diego and 11 towns within 25 miles: Mira Mesa, La Jolla, La Mesa, Lemon Grove, Rancho Penasquitos, Coronado, Santee, Spring Valley, National City, El Cajon and Casa de Oro-Mount Helix. 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 Wealth Legacy Group, Inc.?

Wealth Legacy Group, Inc. has a rating of 5.0 from 15 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 Wealth Legacy Group, Inc.?

Call Wealth Legacy Group, Inc. on (858) 569-0633. The business is at 4540 Kearny Villa Rd STE 114, San Diego, CA 92123. 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

Wealth Legacy Group, Inc. compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Wealth Legacy Group, Inc. (this business)—695.0 (15)NoNo
Wilsey Asset Management#47695.0 (15)NoNo6.3 mi
McKenna Financial#48695.0 (15)NoNo4.0 mi
Trilogy Financial Services#50694.6 (25)NoNo10.1 mi

See all 266 ranked financial advisors in San Diego