Logbook Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Logbook Financial Planning, LLC is a fee‑only advisory firm that provides financial planning and investment management to individual investors, including high‑net‑worth clients. Services described in the brochure include standalone financial planning engagements and an ongoing “Partnered Planning” program that combines planning with discretionary portfolio management.
The firm constructs client‑specific investment policies based on stated objectives and risk tolerance, using fundamental and technical analysis and offering discretionary trading authority for managed accounts. Partnered Planning relationships are described as including periodic reviews, annual rebalancing recommendations, and ongoing phone and email support, and clients may impose investment restrictions such as ESG screens.
Noteworthy features compared with many peers include the firm’s regular public educational webinars and workshops (the brochure states these are educational and may be fee‑based) and documented processes for retirement rollovers that reference PTE 2020‑02. The brochure also highlights the principal’s CFP and Registered Life Planner credentials and prior foreign‑service/government consulting experience, which inform a life‑planning orientation and the firm’s hybrid advice on employer‑held and college savings accounts that it does not directly manage.
Client services
Expertise
Fee options
Fixed-fee “Core Plan” engagement pricing between $4,000-$6,000, negotiable based on complexity.
$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
$400 per hour for financial planning services.
Account minimum: No minimum investment account size; however, there is a minimum quarterly fee of $900. Minimum fee: Minimum fee of $900 per quarter for Partnered Planning. Fee-only: Financial planning fees offered on hourly and fixed-fee basis; Partnered Planning is fee-only.
Main office
Rockport ME
Advisors at this office
1
Most active in
District of Columbia · Maine · Maryland · New York · Texas · Virginia
Also doing business as
Logbook · Logbook 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 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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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