Questions pastors ask us.
Straight answers about how we work, how we’re paid, and where to start. If your question isn’t here, a short introductory call is the easiest way to get it answered.
Are you a fiduciary?
Yes. Legacy Path Advisors is a fee-only fiduciary firm. That means we’re held to a fiduciary standard and work to put your interests first. Fee-only doesn’t mean conflict-free; no advisory relationship is entirely free of conflicts, and we work to identify and manage them in your interest.
How are you paid?
We’re compensated only by the clients we serve, through an ongoing advisory relationship or a clearly defined engagement like the Pastor Retirement Checkup. We don’t sell financial products and we don’t earn commissions. That structure is meant to keep our guidance focused on you, not on a transaction.
Do you work with pastors virtually?
Yes. We serve pastors and ministry leaders nationwide through virtual advisory relationships, so where you live doesn’t limit whether we can work together.
What is the Pastor Retirement Checkup?
The Pastor Retirement Checkup is a focused, one-time engagement for pastors and ministry leaders who want to evaluate their retirement picture before committing to ongoing planning. It can help you think through income, housing allowance, Social Security timing, tax-aware withdrawals, and the next decisions in front of you. It’s designed to provide clarity and next steps, not ongoing oversight. Legacy Path Advisors does not provide tax or legal advice, but we can coordinate with your qualified professionals when appropriate.
Do you offer a one-time planning option?
Yes. The Pastor Retirement Checkup is a focused, one-time review for pastors and ministry leaders who want to evaluate their retirement readiness before committing to an ongoing relationship. It looks at income, housing allowance, Social Security timing, and tax-aware withdrawal planning, and you leave with clear next steps. Many pastors start here before deciding whether ongoing planning is the right fit.
Do you only work with pastors?
Pastors and ministry leaders are the firm’s focus and where Todd offers the most value, but the firm also serves a limited number of other individuals and families whose needs fit its approach. So the site is built for pastors, not only for pastors.
Do you provide tax or legal advice?
No. We don’t prepare tax returns or draft legal documents. Clergy tax topics on this site are general education. We help you plan, then coordinate the strategy with your qualified tax and legal professionals when appropriate.
Let’s talk it through.
Start with a focused Retirement Checkup, or a short introductory call to see whether ongoing planning is the right fit.
Legacy Path Advisors is a Registered Investment Adviser registered in the State of Tennessee. Registration does not imply a certain level of skill or training. We are fee-only and advice-only: paid only by the clients we serve, with no products sold, no commissions, and no custody of your accounts. Fee-only does not mean conflict-free, and we disclose any conflicts in our Form ADV. The information on this page is general education, not personalized investment, tax, or legal advice, and individual situations vary. We coordinate with your qualified tax and legal professionals when appropriate. Our Form ADV and Form CRS are available on request.