Jeffery Sutton
Logan Park Wealth Management · Minneapolis, Minnesota
Jeffery Sutton is a fee-only financial advisor at Logan Park Wealth Management in Minneapolis, Minnesota, who holds the CFP credential. Jeffery focuses on retirement planning, small business owners and equity compensation. Logan Park Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Logan Park Wealth Management |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $464.8M across 1,452 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 4837117 |
| Exams passed | Series 66 (2004) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.lpwm.com |
| Profile |
How Jeffery's firm compares
- Logan Park Wealth Management's average account is about $320,000, from its Form ADV (assets managed divided by 1,452 accounts).
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Questions about Jeffery
Is Jeffery Sutton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffery holds no broker registration, and Logan Park Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffery charge for financial advice?
Jeffery's firm, Logan Park Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffery Sutton based?
Jeffery Sutton is based in Minneapolis, Minnesota.
What does Jeffery specialize in?
Jeffery's specialties include retirement planning, small business owners and equity compensation.
What credentials does Jeffery Sutton hold?
Jeffery Sutton holds the CFP credential.
Is Jeffery Sutton registered with the SEC?
Yes. Jeffery Sutton is registered as an investment adviser representative in MN (CRD 4837117), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Logan Park Wealth Management manage?
Logan Park Wealth Management reports $464.8M across 1,452 accounts in assets under management.
How do I contact Jeffery Sutton?
Through Jeffery's website, www.lpwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
Other advisors in Minnesota who focus on retirement planning
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 Park Wealth Management 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.
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