Logbook Financial Planning, LLC fees and pricing

Financial planner in Rockport, Maine. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 18, 2026, Logbook Financial Planning, LLC charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “Financial planning services are offered based on an hourly rate of $400 per hour.”

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

“Credit card information is not kept on file at Logbook.”
“Fixed-fee “Core Plan” engagement pricing will reflect the number of meetings and complexity involved in a negotiable range between $4,000-$6,000.”
“Credit card information is not kept on file at Logbook.”

Its hourly rate of $400 is above the Maine median of $250. 91% of the 23 other Maine planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2017 (9 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Minimum: $500,000 in assets (stated in brochure)
Clients: 70
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $83,625,496
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 286100
Website: logbookfp.com (opens in new tab)
Phone: (888) 651-2317

Is something on this page wrong or out of date?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.