Disclosures

Registration

Legacy Path Advisors, LLC is a Registered Investment Adviser registered in the State of Tennessee, CRD No. 327568. Registration does not imply a certain level of skill or training. It is not an endorsement by any regulator and should not be treated as one.

Form ADV

Our Form ADV Part 1, our Firm Brochure (Part 2A), and our Brochure Supplement (Part 2B) are available at no charge on request by calling 615-200-7394 or emailing todd@legacypathadvisors.com, and publicly at adviserinfo.sec.gov.

No investment, tax, or legal advice on this website

Everything on this site is general education. It is not individualized investment, tax, or legal advice, it is not an offer or solicitation, and no part of it creates an advisory relationship. Clergy tax rules are unusually fact-specific and individual situations vary. Speak with a qualified tax professional or attorney about your own circumstances before acting on anything you read here.

Risk

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Nothing on this site is a promise, guarantee, or projection of any particular outcome, and no strategy protects against loss in a declining market.

What fee-only means and does not mean

We are compensated solely by our clients. We receive no commissions, sales loads, 12b-1 fees, revenue sharing, or any other compensation from third parties in connection with client accounts. Fee-only does not mean an absence of conflicts of interest. Our conflicts are disclosed in our Form ADV and described on our fees page.

Scope of services

We do not prepare tax returns and we do not provide legal advice or draft legal documents. We coordinate with your accountant and your attorney. We review insurance coverage as part of planning and we do not sell insurance products.

Testimonials and endorsements

This website contains no client testimonials or endorsements.

Third-party links and content

Links to third-party websites are provided for convenience. We do not control and are not responsible for their content, and a link is not an endorsement.

Email and privacy

Email is not a secure method of communication. Please do not send account numbers, Social Security numbers, or other sensitive personal information by email or through the forms on this site. We will provide a secure method for sharing documents.

Other business activities

Todd Hukill has other business activities outside the firm, including ministry roles and financial education work published under separate brands. Those activities are disclosed in our Form ADV. Educational content published under those brands is general education, is not advice, and creates no advisory relationship with Legacy Path Advisors, LLC.