A complete list of active advisors currently associated with Legacy Planning Advisors, LLC

Warmer can help you find a great advisor at Legacy Planning Advisors, LLC or one who fits your needs even better.

The firm provides personalized financial planning and advisory services to individuals, trusts, estates, and small businesses, covering cash flow, retirement, tax and estate planning, and education funding. Services are delivered through consultations, written financial plans, periodic reviews, and referrals to other professionals as requested by clients. Rather than acting as an investment custodian or offering portfolio management, the firm provides investment advice and specific recommendations while clients retain asset control and implement trades through custodians of their choice. Compensation is fee-only and structured as negotiated flat or hourly fees instead of a percentage-of-assets model, and the adviser follows CFP Board and FPA codes of ethics. Compared with many independent peers, the firm’s lack of investment supervisory services and its avoidance of percentage‑of‑AUM fees are atypical for its category. It also integrates tax preparation into its ongoing advisory agreements, provides net worth statements and quarterly written updates, and is affiliated with a fee‑only planning network that supports a fiduciary standard.

To learn more about the advisors currently working at Legacy Planning Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Paul Collinson	Arlington, VA	14

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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