Logan Financial Empowerment
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$80,291
Clients
2
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$40,146
About
Logan Financial Empowerment provides investment management and financial planning services to individual clients, including high-net-worth individuals. Services described in the firm brochure include continuous, tailored portfolio management, written financial plans delivered through ongoing comprehensive or limited-scope engagements, and referrals to third‑party managers for model-based portfolio implementation.
The firm’s investment approach emphasizes passive portfolio construction informed by Modern Portfolio Theory and fundamental analysis, and it may implement model portfolios through a third‑party solution (XYIS) that allocates among mutual funds, ETFs, and, at times, individual securities. Financial planning work involves periodic reviews and monitoring of client plans, with written reports provided for planning engagements while investment accounts are reviewed quarterly.
Noteworthy aspects of the firm include an active program of educational seminars and speaking engagements that are explicitly educational (and sometimes provided pro‑bono), a service offering that is relatively uncommon among independent advisers. The advisory practice is very small in scale—reporting roughly $81,000 in discretionary assets under management and a very limited client base—and the firm’s principal has significant outside employment (about 37.5 hours per week), which the brochure discloses as a feature of its operating model.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
General tax planning
Fee options
$0 - $5,000,000: 0.80% $5,000,001 - $25,000,000: 0.70% $25,000,001+: 0.60%
$250 per hour (may be negotiable)
Ongoing comprehensive financial planning at a minimum of $250 per month (may be negotiable)
Main office location
Logan Financial Empowerment
Indianapolis IN, United States
Number of offices
1
Most active in
Logan Financial Empowerment has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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