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Logan Lowrey

Advisor at Kingswood Wealth Advisors, LLC

Updated today
Kingswood Wealth Advisors, LLC logo

Firm

Kingswood Wealth Advisors, LLC

Location

Stockbridge, GA 30281

Credentials

Series 66

Industry experience

15 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Hourly consulting

Fee options

Fixed

Flat fees typically range from $100 to $3,000 depending on engagement; also flat fee arrangements for administrative services and institutional consulting (ranging from $10,000 to $100,000 per project or annually)

Percentage

up to 2.5% annually (negotiable, varies by client and Financial Advisor)

Commissions

Some Financial Advisors are dually registered and receive commissions from affiliated broker-dealer; however, KWA itself does not charge commissions.

Project-based

Up to $300 per hour for financial consulting services

Other

Account minimum: $100,000 Minimum fee: $20.00 quarterly fee for accounts below $100,000 Fee-only: Fixed fees from $100 to $3,000; hourly up to $300/hour; negotiable fees for consulting and institutional services

Work history

Kingswood Capital Partners, LLC

2023 - Present (3 years)

Logan B Lowrey

2022 - Present (4 years)

Benchmark Investments, Inc

2021 - Present (5 years)

Benchmark Advisory Services, LLC

2021 - 2022 (1 year)

Cape Securities, INc.

2015 - 2021 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Chris M

CFP®

Fayetteville, GA

Purpose Financial Planning

Hi, I'm Chris. I’m a CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®, and founder of Purpose Financial Planning. Having spent years in the industry, I noticed a need among younger families who didn’t have access to the type of financial advice they were looking for. With limited options, many were having to turn to robo-advisors, YouTube videos, and Reddit forums to try and figure it out on their own. But there's just too much to keep up with for busy families trying to navigate work and family. Who has time to also become an expert on saving, investing, taxes, retirement, and every other financial discipline? I set out to change that when I launched Purpose Financial Planning – a boutique firm that works exclusively with young Christian professionals, business owners, and their families. Rather than focusing on retirees, I wanted to help families who are working to build wealth today. In fact, having access to professional advice and biblical wisdom now means the benefits can compound over decades! Purpose Financial Planning exists to help young families live out God’s Purpose through good financial stewardship. As your personal CFO, I focus on your financial picture so that you can focus on the things that matter to you... things like family and your career. My typical clients are high-earning professional or business owner in their 30s or 40s. They are working hard to balance the demands of your family and career. They want to feel confident they're making the right financial decisions for their family's future. They want a financial advisor who shares their values and can help them build their wealth while enjoying an abundant and generous life. Reach out to schedule a free intro call with me to see if we might be a good fit!

Business ownership considerations Business exit / sale strategy Founder/Business Owner Christian Faith Based Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)

Brian S

CFP®, ChFC®, RICP®

Mcdonough, GA

Prosperitage Wealth

After a decade of working for multiple Fortune 100 companies in the financial services industry, I decided to take my talents to South Beach. Okay, technically just south of Atlanta. While guiding families and business owners through the intricate world of finance was gratifying, I recognized that the impact of my work shouldn't be confined to those who met certain investment minimums. I didn't want to be limited by the products my firm offered, or worse, the act of selling itself. As I embarked on starting my own firm, I had a crystal-clear vision in mind: no more sales pitches, no more commissions, and no more corporate jargon. I aimed to sit on the same side of the table as my clients, providing them with the fiduciary standard I'd want for my own grandmother. I was determined to end the era where my own cousins and fraternity brothers were deemed unfit clients simply because they didn't have a quarter of a million dollars to invest. I was weary of contributing to the cycle of the rich getting richer while others struggled to find their way. For far too long, individuals who resemble me have been systematically denied access to the tools and resources necessary for building wealth. Although I believed I was fighting for the greater good, I realized I had unwittingly become part of the problem. So, now, I'm taking action to be the change I want to see. I invite you to join me on this transformative journey.

African Americans/Black Minorities Gen Y/Millennials (Born 1980-1995)

Francois B

CFP®, Series 66

Fayetteville, GA

Investor FAN

Retirement income strategy General retirement planning Wealth management

William D

CFP®, Series 66

Fayetteville, GA

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner

Stephanie C

CFP®, Series 66

Fayetteville, GA

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy

Vanessa C

Series 66

Locust Grove, GA

Edward Jones

Retirement income strategy Multi-generational wealth transfer General estate planning guidance Intergenerational Families
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