Legacy Path Advisors provides financial planning services to individuals, families, and businesses. They offer one-time comprehensive financial plans, ongoing financial planning, and project-based planning. Legacy Path Advisors does not provide investment management services, legal, accounting, or insurance services. Clients are responsible for implementing any recommendations.
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.