Logan Dickey
IntelliVest Wealth Management · Boiling Springs, South Carolina
Logan Dickey is a fee-only financial advisor at IntelliVest Wealth Management in Boiling Springs, South Carolina. Logan focuses on retirement planning and real estate investors. IntelliVest Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Real estate investors
Facts
| Firm | IntelliVest Wealth Management |
|---|---|
| Based in | Boiling Springs, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $53.7M across 313 accounts |
| SEC registration | Investment adviser representative in FL, GA, IN, NC, SC, TX · CRD 6895521 |
| Exams passed | Series 66 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | intellivestwm.com |
| Profile |
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Questions about Logan
Is Logan Dickey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Logan holds no broker registration, and IntelliVest Wealth Management 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, IntelliVest Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Does Logan work with clients virtually?
Yes. IntelliVest Wealth Management says on its website that it works with clients remotely.
Where is Logan Dickey based?
Logan Dickey is based in Boiling Springs, South Carolina.
What does Logan specialize in?
Logan's specialties include retirement planning and real estate investors. Logan works with real estate investors.
Is Logan Dickey registered with the SEC?
Yes. Logan Dickey is registered as an investment adviser representative in FL, GA, IN, NC, SC and TX (CRD 6895521), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does IntelliVest Wealth Management manage?
IntelliVest Wealth Management reports $53.7M across 313 accounts in assets under management.
How do I contact Logan Dickey?
Through Logan's website, intellivestwm.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
- IntelliVest 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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