LOGBOOK FINANCIAL PLANNING, LLC

RIASEC Registered

Total AUM

$83.6M

Discretionary

$83.6M

100% of AUM

Avg account

$216K

Accounts

388

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 286100
Website: www.logbookfp.com
Custodians: CHARLES SCHWAB & CO., INC., LINCOLN FINANCIAL DISTRIBUTORS, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI95.31%
Individuals4.69%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Logbook Financial Planning, LLC is an independent, owner-operated registered investment adviser focused on individual and family clients. The firm combines traditional financial planning and fee-based portfolio management with educational programming—offering hourly and fixed-fee planning engagements in addition to percentage-of-AUM portfolio relationships. The firm identifies as an active ESG investor, incorporating environmental, social and governance considerations into manager selection and portfolio construction where appropriate. Investment activity centers on a mix of liquid retail products and a substantial allocation to private funds and third-party alternative managers. The adviser serves a concentrated client base and appears to tailor portfolios for smaller institutions and high-net-worth households that can tolerate private fund exposures and less-liquid strategies alongside annuities and mutual funds.