LOGAN FINANCIAL PLANNING LLC

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.

Based on its name and regulatory classification, the firm likely offers financial planning services, which may include retirement planning, investment management, tax planning, and estate planning. As an RIA, it provides ongoing asset management and personalized advice. Specific service menus are not publicly detailed beyond general financial planning.

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.

RIAs typically charge a percentage of assets under management (AUM), a flat fee, or an hourly rate. LOGAN FINANCIAL PLANNING LLC's specific fee schedule is not publicly available. As a registered advisor, its Form ADV, filed with the SEC, would disclose fee schedules and potential conflicts of interest.

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.