Logan Financial Planning LLC fees and pricing

Financial planner in St. Petersburg, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 29, 2021, Logan Financial Planning LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2021. Fees can change, so confirm with the firm before you hire them.

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

“Clients may terminate the contract without penalty, for full refund, within five business days of signing the contract.”
“Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
“The fee refunded will be the balance of the fees collected in advance minus the daily rate* times the number of days in the quarter up to and including the day of termination.”

Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
None of the 11 other planners in St. Petersburg that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 56
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $35,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 167684
Website: loganfinancialplanning.com (opens in new tab)
Phone: (850) 598-3134

Can advise clients in 2 states: Alabama, Florida

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.