Daniel Logan
Beacon Wealthcare · Raleigh, North Carolina
Daniel Logan is a fee-only financial advisor at Beacon Wealthcare in Raleigh, North Carolina, who holds the CFP credential. Daniel charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on tax planning and student loans.
Request an introduction to Daniel →
Specialties
Facts
| Firm | Beacon Wealthcare |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Assets under management | $308.3M across 908 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7064473 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.beaconwc.com |
How Daniel's firm compares
- Beacon Wealthcare's average account is about $340,000, from its Form ADV (assets managed divided by 908 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel 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 Daniel
Is Daniel Logan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Beacon Wealthcare reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a percentage of assets.
How much does Daniel charge?
According to Beacon Wealthcare's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is Daniel Logan based?
Daniel Logan is based in Raleigh, North Carolina.
What does Daniel specialize in?
Daniel's specialties include tax planning and student loans.
What credentials does Daniel Logan hold?
Daniel Logan holds the CFP credential.
Is Daniel Logan registered with the SEC?
Yes. Daniel Logan is registered as an investment adviser representative in NC (CRD 7064473), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beacon Wealthcare manage?
Beacon Wealthcare reports $308.3M across 908 accounts in assets under management.
How do I contact Daniel Logan?
Through Daniel's website, www.beaconwc.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
- Beacon Wealthcare 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.