Logan Bennett
Brexton Family Financial · Grapevine, Texas
Logan Bennett is a fee-only financial advisor at Brexton Family Financial in Grapevine, Texas, who holds the CFP credential. Logan focuses on retirement planning, estate & legacy planning and family wealth transfer. Brexton Family Financial reports charging fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Brexton Family Financial |
|---|---|
| Based in | Grapevine, Texas |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $79.4M across 570 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6226945 |
| Exams passed | Series 65 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.brexton.co |
| Profile |
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Questions about Logan
Is Logan Bennett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Logan holds no broker registration, and Brexton Family Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Logan charge for financial advice?
Logan's firm, Brexton Family Financial, reports charging fixed fees on its SEC Form ADV.
Where is Logan Bennett based?
Logan Bennett is based in Grapevine, Texas.
What does Logan specialize in?
Logan's specialties include retirement planning, estate & legacy planning, family wealth transfer and small business owners. Logan works with multi-generational families.
What credentials does Logan Bennett hold?
Logan Bennett holds the CFP credential.
Is Logan Bennett registered with the SEC?
Yes. Logan Bennett is registered as an investment adviser representative in TX (CRD 6226945), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brexton Family Financial manage?
Brexton Family Financial reports $79.4M across 570 accounts in assets under management.
How do I contact Logan Bennett?
Through Logan's website, www.brexton.co.
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
- Brexton Family Financial 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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