# Logbook Financial Planning

Logbook Financial Planning is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/chris-cortese

## Regulatory record

- **CRD number:** 286100
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286100

## About

Logbook Financial Planning, LLC is a state-registered investment adviser with $84 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Is Logbook Financial Planning a fiduciary?

As a registered investment adviser, the firm is subject to the fiduciary standard under the Investment Advisers Act of 1940. This means it must place client interests ahead of its own when making investment recommendations. The fiduciary duty is materially stronger than the suitability standard that governs broker-dealers, and it forms the core legal and ethical framework for fee-only RIAs like Logbook.

### Does the firm custody client assets directly?

No. Independent RIAs of Logbook's structure almost universally use third-party qualified custodians to hold client assets. This separation of custody and advice is a critical investor protection—clients receive account statements directly from the custodian, which provides an independent record of holdings and transactions against which the adviser's performance reporting can be verified.

### How is the firm compensated?

The firm operates on a fee-only basis, meaning its revenue comes directly from clients through advisory fees calculated as a percentage of assets under management, hourly charges, or fixed retainer fees. It does not accept commissions, trailing fees, or revenue-sharing payments from product providers—an arrangement that removes the incentive to recommend higher-cost or proprietary products that compensate the adviser.

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Last updated: 2026-06-03T20:00:00.000Z

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