Legacy Path Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides discretionary and non‑discretionary investment management integrated with financial planning, one‑time and project‑based planning engagements, and a focused retirement review specifically described for clergy. It also offers hourly consulting to other investment professionals and conducts educational seminars and speaking engagements for groups.
The firm’s investment approach emphasizes asset allocation as the primary driver of portfolio outcomes, using passive, low‑cost mutual funds and ETFs to build broadly diversified, tax‑aware portfolios and favoring asset location to manage tax impacts. Portfolio construction is tailored to each client’s Investment Policy Statement and the firm will act under discretionary authority when granted by clients.
Noteworthy features include the provision of seminars and paid or pro‑bono speaking engagements and explicit hourly consulting services for other advisors, both of which are uncommon among firms in this category. The brochure also discloses a clergy‑oriented retirement checkup and that the principal maintains a substantive outside finance role with a ministry organization, a background the firm highlights as relevant to its niche work and client focus.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Social Security optimization
Income planning
Cash flow / budgeting
Tax-loss harvesting
Fee options
Fixed fees for project-based financial planning services agreed upon before work begins; $900 fixed fee for focused retirement planning review.
$240,001 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually Over $3,000,000+: 0.60% annually
$400 per hour for project-based financial planning fixed fee services.
Recurring monthly planning fee typically beginning at $200 per month for ongoing planning and investment advisory services.
Fee-only: Recurring monthly planning fee starting at $200 per month covering portfolios up to $240,000 AUM; additional asset-based fees apply above $240,000 according to tiers.
Main office location
Legacy Path Advisors LLC
Gallatin TN, United States
Number of offices
1
Most active in
Legacy Path Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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
Quick links
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