Legacy Planning Advisors, LLC


Legacy Planning Advisors, LLC
Think • Plan • Trust


Paul O. Collinson, CFP®  is the founder of Legacy Planning Advisors, LLC, a registered investment  advisory firm based in Arlington, Virginia. Legacy Planning Advisors, LLC offers  Fee-Only financial advice and planning on an hourly as-needed basis. As a member of the Garrett Planning Network, Paul and the firm are guided by the ‘Making competent, objective financial advice accessible’ tenet of the Garrett Planning Network. Learn more at www.paulcollinson.com.


Among the financial advice and planning services offered are:

  • Retirement projection with recommendations
  • Mortgage and consumer debt review and counseling
  • Retirement planning, including 401(k) and TSP plans
  • Retirement plan roll-overs, including IRAs
  • Retirement and investment portfolio recommendations
  • Risk tolerance assessment and asset allocation recommendation
  • Life and disability insurance needs review
  • Property and liability insurance needs review
  • Education funding, including 529 plans and Coverdell ESAs
  • Cash flow analysis and budgeting
  • Legacy and estate planning


During a free, no-obligation  Get Acquainted meeting, prospective clients are  quoted a range of fees and the presentation meeting is scheduled. The hourly fee is the only monetary compensation—no commissions or other third party fees are received. Furthermore, Legacy Planning Advisors, LLC has no investment or net worth minimums. Learn more by visiting www.paulcollinson.com.

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Advisors at this Office

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This Office

PO Box 50681 Arlington, VA 22205-5681 Phone: (703) 298-9133

Primary Office

PO Box 50681 Arlington, VA 22205-5681 Phone: (703) 298-9133