Legacy Path Advisors LLC
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About
Legacy Path Advisors provides financial planning and discretionary investment management to individuals and families, with a concentration on ministers, pastors, church employees and other ministry professionals. The firm additionally offers a one-time retirement review, scoped project work and hourly consulting, and provides an organizational Church Compensation and Retirement Review for congregations; client relationships are primarily maintained virtually.
Investment implementation is centered on strategic asset allocation using low-cost, broadly diversified index exchange-traded funds and a set of model portfolios, with clients assigned to a model based on a documented risk assessment and portfolios monitored and rebalanced under written policy. The firm’s planning work explicitly addresses clergy-specific issues — including housing allowance designation, ministerial dual-status tax matters, 403(b)(9) plan considerations and the financial consequences of ministerial self-employment elections — and it coordinates with clients’ tax professionals when appropriate.
Distinctive elements include a specialized focus on clergy and churches combined with published financial-education content under dedicated brands and an organizational consulting engagement for church compensation and retirement matters that is offered separately from investment management. The firm also absorbs custodian and platform costs on behalf of clients, does not manage church retirement plan assets (providing advice on them instead), and recently reinstated discretionary investment management after a period operating as an advice-only practice.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee for scoped project work quoted on estimate of hours; Pastor Retirement Checkup at $599 individual, $799 couple; Church Compensation and Retirement Review at $1,250 or $895 for affiliated church.
$0 - $100,000: 0% (no management fee; flat quarterly planning fee applies) $100,000 - $500,000: 0.90% $500,000 - $2,000,000: 0% $2,000,000+: 0.40%
$400/hour standard rate; $300/hour for clients in an ongoing advisory relationship.
Flat quarterly planning fee for clients with less than $100,000 managed assets: $199/quarter individual, $249/quarter couple.
Fee-only: No commissions or other compensation; only fee-based compensation from clients.
Main office
Gallatin TN
Advisors at this office
1
Most active in
Tennessee · Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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