Logan Muehlman
Advisor at Gianola Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Gianola Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Worthington, OH 43085
Credentials
Series 65
Industry experience
< 1 year
Logan Muehlman is a financial advisor at Gianola Financial Planning, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked six years at the Social Security Administration. Gianola Financial Planning provides personalized, fee-only financial planning and investment advice to individuals, families, trusts, estates, and small businesses. The firm emphasizes strategic asset allocation and diversified portfolios using mainly index and exchange-traded funds, operating on a non-discretionary basis with clients maintaining control of their assets.
Based on Gianola Financial Planning, LLC
Based on Gianola Financial Planning, LLC
Full Retainer fees are fixed annual fees; Financial Jump Start fixed fee is $1,500; Special Financial Planning Project fees range from $1,000 to $2,500
Account minimum: $3,500 Minimum fee: Minimum initial fee for full retainer clients is $3,500 Fee-only: Fixed fees only; no commissions or performance-based fees
6797 N. High Street, Suite 324
Worthington, OH 43085
Florida · Ohio
Gianola Financial Planning, LLC
2026 - Present (1 year)
Gianola Financial Planning, LLC
2025 - 2025 (1 year)
Social Security Administration
2019 - 2025 (6 years)
Social Security Administration
2015 - 2019 (4 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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