Chris Cortese
Logbook Financial Planning, LLC · Rockport, Maine
Chris Cortese is a fee-only financial advisor at Logbook Financial Planning, LLC in Rockport, Maine, who holds the CFP credential. Chris charges a percentage of assets, a one-time planning fee and an ongoing planning fee (ongoing planning from $3,600 a year and one-time plans from $1,200) and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Logbook Financial Planning, LLC |
|---|---|
| Based in | Rockport, Maine |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,600 a year · One-time plans from $1,200 · 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $83.6M across 388 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, MD, ME, NY, TX, VA · CRD 6734228 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | logbookfp.com |
| Profile |
How Chris's firm compares
- Ongoing planning starts at $3,600 a year, below the US median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $1,200, below the US median of $2,000 for fee-only firms that publish prices.
- Logbook Financial Planning, LLC's average account is about $216,000, from its Form ADV (assets managed divided by 388 accounts).
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Questions about Chris
Is Chris Cortese a fee-only financial advisor?
Yes. Chris Cortese is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chris's firm.
How does Chris charge for financial advice?
Chris charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Chris charge?
According to Logbook Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $3,600 a year; one-time plans from $1,200; 1% a year on the first tier of assets managed.
Does Chris work with clients virtually?
Yes. Logbook Financial Planning, LLC says on its website that it works with clients remotely.
Where is Chris Cortese based?
Chris Cortese is based in Rockport, Maine.
What does Chris specialize in?
Chris's specialties include retirement planning and tax planning.
What credentials does Chris Cortese hold?
Chris Cortese holds the CFP credential.
Is Chris Cortese registered with the SEC?
Yes. Chris Cortese is registered as an investment adviser representative in DC, MD, ME, NY, TX and VA (CRD 6734228), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Logbook Financial Planning, LLC manage?
Logbook Financial Planning, LLC reports $83.6M across 388 accounts in assets under management.
How do I contact Chris Cortese?
Through Chris's website, logbookfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Logbook Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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