Logan Financial Planning LLC

Logan Financial Planning LLC (CRD# 167684) is a financial advisory firm headquartered in Destin, FL. They manage $29,250,132 in 193 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    193
    ACCOUNTS
  • Average Account Value
    $151,555
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL

Financial Advisors at Logan Financial Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sam J. Logan
CRD#: 2491919
10221 Hwy. 98 W., Palm Plaza Suite 20, Destin, FL 32550
93
Wealthminder
score

Sam Logan (CRD# 2491919) is an Investment Advisor Representative working at Logan Financial Planning LLC in Destin, FL and has over 22 years of experience in the finance industry.

2
Aileen T. Logan
CRD#: 864302
10221 Emerald Coast Parkway Suite 20, Miramar Beach, FL 32550
86
Wealthminder
score

Aileen Logan (CRD# 864302) is an Investment Advisor Representative working at Logan Financial Planning LLC in Miramar Beach, FL and has over 37 years of experience in the finance industry. Aileen Logan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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