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.

First time clients are attracted by the time-based approach to delivering financial advice. Paul serves salaried households, near retirees, and recent retirees. Further, Paul is a sole practitioner so clients can expect privacy and a highly personal engagement.

The aim is to provide advice that sticks and to make recommendations that have staying power. Both of which are supported by a highly personal and custom retirement projection.

Retirement projections include asset allocation and specific investment recommendations which stem from a bias towards the 'broadly diversified low-fee passively indexed' approach to investing.

Through a free, no-obligation Get Acquainted meeting, Paul aims to build rapport, aid prospective clients in defining their objectives, and determine to what degree he can deliver recommendations of value to you. Achieving that, Paul’s objective would be to quote an hourly fee range by the end of the Get Acquainted meeting. 

Paul is a fiduciary who sells only his time and advice, not products. 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.