Aileen Logan
Logan Financial Planning · St Petersburg, Florida
Aileen Logan is a fee-only financial advisor at Logan Financial Planning in St Petersburg, Florida. Logan Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Aileen →
Facts
| Firm | Logan Financial Planning |
|---|---|
| Based in | St Petersburg, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $35M across 56 accounts |
| SEC registration | Investment adviser representative in AL, FL · CRD 864302 |
| Exams passed | Series 63 (1979) · Series 65 (2004) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.loganfinancialplanning.com |
How Aileen's firm compares
- Logan Financial Planning's average account is about $625,000, from its Form ADV (assets managed divided by 56 accounts).
Request an introduction to Aileen
Tell Aileen a little about what you're looking for. Aileen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Aileen
Is Aileen Logan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aileen holds no broker registration, and Logan Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aileen charge for financial advice?
Aileen's firm, Logan Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Aileen Logan based?
Aileen Logan is based in St Petersburg, Florida.
Is Aileen Logan registered with the SEC?
Yes. Aileen Logan is registered as an investment adviser representative in AL and FL (CRD 864302), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Logan Financial Planning manage?
Logan Financial Planning reports $35M across 56 accounts in assets under management.
How do I contact Aileen Logan?
Through Aileen's website, www.loganfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Logan Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.