Fee-only. Advice-only. Built for pastors.
We give advice, and we’re paid only by the people we advise. No products, no commissions, no cut of your savings. Your accounts stay in your own name, and you stay in control. We tell you what to do and why. You decide and carry it out.
No products. No commissions. No custody of your money.
Most advisors are paid a percentage of the assets they manage for you. We’re not. We advise on your investments and give you specific, written guidance, including rebalancing instructions. You hold and execute in your own accounts.
This matters for pastors. It removes the conflict around rollovers, which is exactly where a wrong move can cost you a 403(b)(9) housing allowance in retirement. Our advice isn’t tied to moving your money anywhere. It’s tied to what’s right for you.
Start where you’re comfortable.
Pastor Retirement Checkup
A focused, one-time review of where you stand before retirement. Income, housing allowance, Social Security timing, and the few decisions in front of you. A low-pressure way to get clarity and see whether working together is a fit, without committing to an ongoing relationship first.
Who it’s for: Pastors who want a clear read, a focused second opinion, or a way to test the relationship.
$900, one time, paid in advance.
Have a question first?
If you’re not sure where to start, a short introductory call is a no-pressure way to share your situation and hear how we’d help. No cost, no obligation.
You don’t need everything figured out to reach out. That’s the point.
Ways we can work together.
Simple, flat pricing. Complexity is handled by choosing the right tier, never by tying our fee to your account size.
Education
General teaching for pastors and ministry leaders. These create no advisory relationship.
Webinar Series
Live online sessions on the money questions pastors actually face. The first is “The 3 Money Mistakes Pastors Make.” Add your name to be told when a date is set.
Get on the list →
Plan Builder
A DIY, build-your-own-plan workshop taught over two live nights online. Group teaching, not personalized advice. You build your plan. We teach you how.
Get on the list →
Advisory
Where individualized advice happens, matched to how much help you want.
Annual Planning Membership
One annual planning consultation built around your priorities, plus a secure online portal that keeps your accounts, budget, and documents in one place. Members save 25% on hourly work. Pay for the year up front and save $89.
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Pastor Retirement Checkup
The focused pre-retirement review above. A clear read and prioritized next steps, whether or not you ever move into ongoing planning.
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Comprehensive Plan
A complete, one-time written plan across your whole financial life, for when you want the full picture addressed once rather than an ongoing relationship. Priced by scope and agreed in advance.
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Ongoing Planning
A full-life partner keeping goals, retirement, tax, and housing coordinated all year, with rebalancing guidance and regular reviews. $199 single-income W-2, $249 dual-income W-2, from $349 with added complexity such as rentals, business income, or equity compensation.
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Help for the board and the staff.
Organizational consulting and staff education, priced flat and kept free of any product sale.
Church Compensation & Retirement Review
A budget and pastor-compensation review with a written plan for your board. Includes up to three paid staff; larger staffs by scope. Assembly of God churches receive the reduced rate. Any provider referral stays free and commission-free.
Staff Financial Workshop
The Plan Builder teaching delivered live to your staff, in person or virtual. Half-days and multi-day engagements by scope. Plus travel for in-person.
A simple, four-step process.
Reach out
Start with the Retirement Checkup or a short intro call. We’ll confirm fit and get you scheduled.
Share your picture
You’ll gather a simple set of details about income, savings, housing, and benefits ahead of our time together.
Get clear advice
We walk through where you stand and the clergy-specific pieces in plain language, then give you specific, written guidance.
You stay in control
You hold and execute in your own accounts. We advise and guide. You always make the decisions.
You don’t need it all figured out first.
Many pastors hesitate to talk with an advisor because they assume they need everything in order first. You don’t. Planning isn’t about a perfect situation. It’s about gaining clarity and making wise decisions with what God has entrusted to you.
Advice built for your calling.
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 do not provide legal or tax advice. The information on this page is general education, not personalized advice, and fees are subject to the terms of a signed client agreement. Fee-only means we are paid only by the clients we serve; no arrangement removes every possible conflict of interest, and we disclose ours in our Form ADV. Every minister’s situation is different. We coordinate with your qualified tax and legal professionals when appropriate. Our Form ADV and Form CRS are available on request.