Paul Collinson is a CFP-designated registered investment advisor at Legacy Planning Advisors, LLC, based in Arlington, VA, with 14 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 7 more.
Compensation
Firm Size
IM Fee
Fee Structure
Legacy Planning Advisors offers an Advisory Service Agreement for ongoing, in-depth financial planning and life planning, with annual fees ranging from $2,500 to $10,000 based on the complexity of your situation. This ongoing service includes:
- Regular reviews of all aspects of your financial affairs
- Cash flow management and goal setting
- Investment consultations and performance reporting
- Retirement, estate, education, and insurance planning
- Tax preparation and electronic filing of eligible federal and state tax returns
- Written quarterly updates including net worth statements and progress summaries
- One-time financial plan — $720 to $6,000 depending on the complexity of your situation, covering net worth statements, cash flow, investment reviews, tax strategies, retirement scenarios, and estate planning
- Hourly planning and implementation — $270 per hour for limited scope advice or follow-on implementation work after a financial plan
- Standalone tax preparation — $270 per hour with a $240 minimum fee, including electronic filing of eligible federal and state returns
Contact
Paul Collinson
Location
Arlington, VA
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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 →Other Business Activities
Paul is a member of the GPN Alliance, Inc. (GPNA), a non-profit organization that owns the Garrett Planning Network, LLC. He dedicates minimal time to this endeavor and receives no compensation.
Employment History
Current Registrations
Legacy Planning Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Legacy Planning Advisors, LLCThink • Plan • Trust
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