Todd Hukill is a registered investment advisor at Legacy Path Advisors LLC, based in Gallatin, TN, with 9 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Legacy Path Advisors offers ongoing financial planning for a monthly fee of $279-$500, with an upfront fee of $499-$1,500. The fees depend on the complexity and needs of the client and may be negotiable. The service can be terminated with 30 days' written notice.
Legacy Path Advisors offers one-time comprehensive financial planning ranging from $3,000 to $15,000, depending on the client's needs and complexity. They also offer project-based financial planning for a fixed fee based on an hourly rate of $200-$400 multiplied by the estimated number of hours to complete the project.
Location
Gallatin, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Legacy Path Advisors LLC
Previous Registrations
Sumner Asset Management, INC.
Suntrust Investment Services, INC.
UBS Financial Services INC.
State Registrations2 states
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