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).
Total Assets Under Management29MILLION
Total Number of Accounts193ACCOUNTS
Average Account Value$151,555
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.
Aileen Logan (CRD# 864302) is an Investment Advisor Representative working at Logan Financial Planning LLC in Miramar Beach, FL and has over 36 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.