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LOGAN FINANCIAL PLANNING LLC
LOGAN FINANCIAL PLANNING LLC is a state-registered investment adviser. The firm manages approximately $35 million in regulatory assets. It has 2 employees...
Overview
LOGAN FINANCIAL PLANNING LLC is a state-registered investment adviser. The firm manages approximately $35 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Sector focus
Frequently asked questions
Is LOGAN FINANCIAL PLANNING LLC a fiduciary?
As a registered investment advisor (RIA) with the SEC, LOGAN FINANCIAL PLANNING LLC is legally bound to act as a fiduciary under the Investment Advisers Act of 1940. This means the firm must prioritize its clients' best interests over its own. The fiduciary standard applies to all advice provided, including financial planning and asset management recommendations.
Does LOGAN FINANCIAL PLANNING LLC manage assets directly or outsource?
This is not publicly known. Many RIAs manage client assets internally through discretionary accounts, while others outsource to third-party asset managers. Without disclosure in SEC filings or marketing materials, the firm's exact model is unconfirmed. Clients should request Form ADV Part 2 for details.
How can I verify LOGAN FINANCIAL PLANNING LLC's regulatory standing?
You can verify the firm's registration and disciplinary history via the SEC's Investment Adviser Public Disclosure (IAPD) website. Search by the firm's name or CRD number. The IAPD provides access to Form ADV, which contains information on principals, services, fees, and any legal or regulatory actions.
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