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CFP
WH
CFP

Wendy Hammond

Private Advisor Group, LLC
18 Years of Experience
Reno, NV
Broker
View SEC Summary
View SEC Summary

Wendy Hammond is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Reno, NV, with 18 years of industry experience. Wendy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10599 Double R Blvd, Reno, NV, 89521

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Wendy operates under the DBA Legacy Wealth Planning for her LPL business since 2020 and works as a notary. She also provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating full-time hours to this activity.

Employment History
Current Registrations
Private Advisor Group, LLC
September 2026 - Present · 1 mo
LPL Financial LLCBroker
October 2020 - Present · 6 yrs
Previous Registrations
Mariner Advisor Network
July 2023 - September 2026 · 3 yrs 2 mos
Legacy Wealth Planning, LLC
October 2020 - December 2023 · 3 yrs 2 mos
Wells Fargo Clearing Services, LLC
February 2011 - September 2020 · 9 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - September 2020 · 12 yrs 8 mos
State Registrations20 states
AKAZCACOFLGAIDKSMOMTNENMNVNYOHORTNTXWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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