Logan Financial Planning LLC

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Client assets under management

$35,000,000

Clients

29% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$625,000

About

Logan Financial Planning LLC provides investment supervisory services and financial planning primarily to individual and high‑net‑worth clients, delivering written investment policy statements, implementation, and ongoing monitoring with quarterly reviews. The firm manages portfolios across mutual funds, equities, fixed income, ETFs, REITs and may incorporate insurance products and annuities as part of clients’ plans.

The firm’s investment process combines fundamental, technical, charting, and cyclical analysis to construct portfolios tailored to each client’s goals, risk tolerance, and time horizon, and it documents those choices in an Investment Policy Statement. LFP seeks discretionary authority to execute trades for many accounts, offers financial planning on an hourly basis, and provides regular custodial reporting to clients.

Distinctive features disclosed in the brochure include that a principal is a licensed insurance agent who may offer commissionable insurance products in an outside capacity, a practice the firm identifies as a potential conflict of interest and discloses to clients. The firm also uses a wider range of trading strategies than many similarly sized advisers — including short sales, margin, and options writing — and states controls for personal trading and proxy voting to manage conflicts.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies

Fee options

Percentage

All Assets Under Management+: Cash/Cash Equivalents: 0.75% annually All Assets Under Management+: Equities Securities: 1.50% annually All Assets Under Management+: Debt Securities: 1.50% annually All Assets Under Management+: Mutual Funds: 1.50% annually All Assets Under Management+: Insurance Products (held outside): 0.75% annually

Project-based

$150 per hour for financial planning services, fees are negotiable

Other

Fee-only: Financial Planning Fees at $150 per hour, negotiable

Main office location

Logan Financial Planning LLC

St. Petersburg FL, United States

Number of offices

Most active in

Alabama · Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 8505983134

Advisors at this firm

Sam L

Series 63, Series 65

St Petersburg, FL

Logan Financial Planning LLC

Sam Logan is a financial advisor with Logan Financial Planning LLC in St. Petersburg, FL. He holds Series 63 and Series 65 designations and has 19 years of industry experience. He has led Logan Financial Planning LLC since 2013. Logan Financial Planning LLC provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create tailored portfolios and delivers written investment policy statements, implementation, and ongoing monitoring with quarterly reviews.

Options & derivatives strategies

Aileen L

Series 63, Series 65

St Petersburg, FL

Logan Financial Planning LLC

Aileen Logan is the sole advisor at Logan Financial Planning LLC in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has led Logan Financial Planning since 2013. Logan is also a licensed insurance agent and occasionally offers commissionable insurance products as part of her services. Logan Financial Planning LLC provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build customized portfolios and offers a broad range of trading strategies alongside regular monitoring and reporting.

Options & derivatives strategies

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