Logbook Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$83,625,496
Total clients
70
81% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
70
Average account size
$1,194,650
Client services
Fee options
Fixed-fee “Core Plan” engagement pricing between $4,000-$6,000, negotiable based on complexity.
$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
$400 per hour for financial planning services.
Account minimum: No minimum investment account size; however, there is a minimum quarterly fee of $900. Minimum fee: Minimum fee of $900 per quarter for Partnered Planning. Fee-only: Financial planning fees offered on hourly and fixed-fee basis; Partnered Planning is fee-only.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Logbook Financial Planning, LLC
Rockport ME, United States
Number of offices
1
Forms ADV
Quick links
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