Logan Murray
Advisor at Pocket Project
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pocket Project
Location
Philadelphia, PA
Credentials
CFP®, Series 65
Industry experience
8 years
About
Logan Murray is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Pocket Project LLC since 2020 and previously held roles at Brighton Jones and myCIO Wealth Partners, LLC. Pocket Project is an independent firm serving individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, hourly planning, and tax return preparation. The firm employs a Modern Portfolio Theory-based investment approach focused on passive vehicles and strategic asset allocation, and it offers a subscription-style pricing model alongside a range of planning and tax services.
Expertise
Based on Pocket Project
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Tax strategies for small businesses
Fee options
$200 per hour (negotiable)
Ongoing Comprehensive Financial Planning fee ranges from $150 to $1,250 per month or $450 to $3,750 per quarter, based on complexity and client needs, fees may be negotiable
Fee-only: Hourly Financial Planning at $200 per hour (negotiable)
Location
Philadelphia, PA
Most active in
Logan M has reported serving >5 clients in these states in the last 12 months.
Arizona · Pennsylvania · Texas
Work history
Pocket Project LLC
2020 - Present (6 years)
Brighton Jones
2018 - 2020 (2 years)
myCIO Wealth Partners, LLC
2015 - 2018 (3 years)
Widener University
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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