Logan Financial Planning LLC

Overview

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