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The Checkup Ongoing Fees & Process About Todd For Churches FAQ Start the Checkup

Request a pastoral compensation review

Tell us about your church and what prompted the question. We will follow up to talk about scope and cost before any work begins.

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Church or organization

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Email

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Roughly how many paid ministry staff?

What prompted this?

Please do not include Social Security numbers, account numbers, or other sensitive personal information in this form.

Fee-only fiduciary financial planning for pastors, ministers, and ministry leaders. Serving clients nationwide from Middle Tennessee.

615-200-7394
todd@legacypathadvisors.com

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Disclosures

Legacy Path Advisors, LLC is a Registered Investment Adviser registered in the State of Tennessee. Registration does not imply a certain level of skill or training. Our Form ADV is available on request and at adviserinfo.sec.gov (CRD No. 327568).

Everything on this site is general education. It is not individualized investment, tax, or legal advice, and no part of it creates an advisory relationship. Clergy tax rules are unusually situation-specific and individual circumstances vary. Talk with a qualified tax professional or attorney about your own facts before you act.

Investing involves risk, including the possible loss of principal. Nothing here is a promise or projection of any particular result. Being fee-only means we are paid only by our clients and sell no products and earn no commissions. It does not mean no conflicts exist. Our conflicts are disclosed in our Form ADV.

We do not prepare tax returns and we do not draft legal documents. We will get your CPA and your attorney whatever they need.

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