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Legacy Planning Advisors

PO Box 50681
Arlington, VA 22205 703-298-9133

Ratings

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Consumer Ratings for Legacy Planning Advisors — 3 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Promptness/responsiveness
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Consumer Comments for Legacy Planning Advisors

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Consumer from Alexandria, VA
Feb 17, 2024
Recommended
Paul Collinson has developed two financial plans for me. The first was roughly 5 years before retirement eligibility and the second was a year before. The first time I worked with Paul we had an introductory free of charge meeting to discuss my concerns. Based on that I was given an engagement letter that provided an estimate of the pricing. Paul's fee when I met in 2023 was $250/hour. I selected Paul because of his credentials and the fact that he is a fee-only financial planner who is a fiduciary. Paul was responsive to emails and the plan he presented provided specific instructions on where and what to invest in and the percentages as well as other steps to take (such as to secure a HELOC prior to retirement) to ensure financial health and well-being.
Consumer from Alexandria, VA
Oct 29, 2023
Recommended
I needed financial advice, as I was anticipating a life change. The interaction with Paul forced me to get some of my finances organized. Paul provided a plan with investment recommendations that I could implement. This was all done over the internet.
Consumer from Alexandria, VA
Jan 18, 2021
Recommended
Fee-only service as a Fiduciary. Provided the service as expected. Had an initial meeting, interim meeting to gather additional information and take questions from us and a final meeting to describe the plan. No issues with the service.

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