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 Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Legacy Planning Advisors does not manage client investments. They provide investment advice as part of a financial plan, but you make the final decisions. They do not offer investment management as a standalone service.
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.
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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.
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Additional Information
Legacy Planning Advisors, LLCThink • Plan • Trust