Logan Financial Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 167684
- Website
- loganfinancialplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI71.43%
- Individuals28.57%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Logan Financial Planning LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, operating under a fee model that combines a percentage-of-AUM charge with hourly fees. Its business activity listing includes “Other Financial Product Salesperson,” which aligns with its reported use of annuity products alongside traditional investment vehicles. The firm does not identify itself as an active ESG investor and is not designated as a multi-state adviser in the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities15%
- Cash & Cash Equivalents10%
Owners & executives
2 of 2
Aileen Logan
Certified Financial Planner, Chief Investment OfficerCRD 864302
Sam Logan
Chief Compliance OfficerCRD 2491919
Contacts
1 of 1
Kathleen Logan
OwnerCRD 6195254
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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