Legacy Planning Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$270/hr

“Follow-on implementation work is billed separately at the rate of $270 per hour.”

Annual fee

$2,500/yr

“The minimum annual fee is $2,500.00 and may range as high as $10,000.00 depending on the scope and complexity of the plan, your situation, and your financial objectives.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Legacy Planning Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “All invoices for fees will be mailed to the address provided by the Client.”
• “Where fees are charged in advance, we must receive cleared funds before we begin work.”
• “Where fees are charged in arrears, they are due within 25 days of the invoice.”

How Legacy Planning Advisors, LLC’s fees compare

• Its hourly rate of $270 is above the Virginia median of $260. 50% of the 203 other Virginia planners that publish an hourly rate charge less.
• 7 of the 16 other planners in Arlington that publish an hourly rate charge less.
• Its annual fee of $2,500 is below the Virginia median of $6,350. 20% of the 55 other Virginia planners that publish an annual fee charge less.
• None of the 6 other planners in Arlington that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Legacy Planning Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

$2,500 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

158700

Website

paulcollinson.com (opens in new tab)

Phone

(703) 298-9133

Other planners in Arlington that publish fees

• Arlington Wealth Planning, LLCArlington$289/hr, $6,128⁠-⁠$10,128
• Astra Investment AdvisersArlington$100/hr
• Braswell Capital, LLCArlington$30⁠-⁠$50/hr
• Clarity Financial PlanningArlington$500, $4,000⁠-⁠$20,000/yr
• Cope ConnellyArlington$99⁠-⁠$25,000
• Coretegic Capital, LLCArlington$400/hr, $500

Compare all 26 planners in Arlington