Logan Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
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
$150 per hour for financial planning services, fees are negotiable
Fee-only: Financial Planning Fees at $150 per hour, negotiable
Main office
St. Petersburg FL, United States
Most active in
Alabama · Florida
Also doing business as
Logan Financial Planning · Logan Financial Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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.
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.
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