Jennifer Logan
Chisholm Financial Planning & Investments · Henderson, New York
Jennifer Logan is a fee-only financial advisor at Chisholm Financial Planning & Investments in Henderson, New York. Chisholm Financial Planning & Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Chisholm Financial Planning & Investments |
|---|---|
| Based in | Henderson, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $47M across 65 accounts |
| SEC registration | Investment adviser representative in CA, NY · CRD 5776654 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | chisholmfinancialplanning.substack.com |
How Jennifer's firm compares
- Chisholm Financial Planning & Investments's average account is about $723,000, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Jennifer
Is Jennifer Logan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Chisholm Financial Planning & Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Chisholm Financial Planning & Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jennifer Logan based?
Jennifer Logan is based in Henderson, New York.
Is Jennifer Logan registered with the SEC?
Yes. Jennifer Logan is registered as an investment adviser representative in CA and NY (CRD 5776654), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chisholm Financial Planning & Investments manage?
Chisholm Financial Planning & Investments reports $47M across 65 accounts in assets under management.
How do I contact Jennifer Logan?
Through Jennifer's website, chisholmfinancialplanning.substack.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
- 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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