Legacy Path Advisors LLC fees and pricing
Financial planner in Gallatin, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 24, 2026, Legacy Path Advisors LLC charges $400 an hour, a quarterly fee of $199-$249, and an annual fee of $4,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Page 9 of 24 Legacy Path Advisors, LLC | Form ADV Part 2A and Part 2B The firm's hourly rate is $400.”
- Quarterly fee
- $199-$249/qtr
“The planning fee is $199 per quarter for an individual and $249 per quarter for a couple.”
- Annual fee
- $4,500/yr
“The annual management fee is therefore $4,500 per year for any client with between $500,000 and $2,000,000 under the firm's management.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Legacy Path Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is billed when the engagement is scoped and agreed, before the work begins.”
- “Hourly work performed for other investment advisers, industry professionals or businesses is billed at the rate agreed in the applicable engagement.”
- “Larger staffs are priced by scope and agreed in advance.”
How Legacy Path Advisors LLC’s fees compare
- Its hourly rate of $400 is above the Tennessee median of $275. 81% of the 111 other Tennessee planners that publish an hourly rate charge less.
- Its annual fee of $4,500 is below the Tennessee median of $7,250. 29% of the 35 other Tennessee planners that publish an annual fee charge less.
About Legacy Path Advisors LLC
“Advisory services The firm provides financial planning and discretionary investment management to individuals and families, with a specific concentration among ministers, pastors, church employees and other ministry professionals.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.9% a year
- Minimum
- No minimum stated in brochure
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327568
- Phone
- (615) 200-7394
Other planners in Tennessee that publish fees
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Acumen Wealth Advisors, LLCChattanooga$499/hr
- Adkins Asset Management LLCCordova$250/hr
- Adventedge Financial, LLCApison$200/hr, $500
- Aj AdvisorsNashville$300/hr, $500-$5,000
- Allied InvestmentsJohnson City$150/hr, Up to $2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.