A complete list of active advisors currently associated with Logan Financial Planning LLC
Warmer can help you find a great advisor at Logan Financial Planning LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Logan Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
St Petersburg, FL
| 25
| |
St Petersburg, FL
| 19
|
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