# Logan Metcalf

> Logan Metcalf is a fee-only financial advisor at Braeburn Wealth Management in Muskegon, Michigan. Logan focuses on retirement planning, estate & legacy planning and small business owners. Braeburn Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/logan-metcalf/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Braeburn Wealth Management
- **Based in:** Muskegon, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $259.4M across 1,133 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7689366 (https://adviserinfo.sec.gov/individual/summary/7689366)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2025)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.braeburnwealth.com

## Frequently asked questions

### Is Logan Metcalf a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Logan holds no broker registration, and Braeburn 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, Braeburn Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Logan work with clients virtually?

Yes. Braeburn Wealth Management says on its website that it works with clients remotely.

### Where is Logan Metcalf based?

Logan Metcalf is based in Muskegon, Michigan.

### What does Logan specialize in?

Logan's specialties include retirement planning, estate & legacy planning and small business owners. Logan works with retirees and pre-retirees.

### Is Logan Metcalf registered with the SEC?

Yes. Logan Metcalf is registered as an investment adviser representative in MI (CRD 7689366), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Braeburn Wealth Management manage?

Braeburn Wealth Management reports $259.4M across 1,133 accounts in assets under management.

### How do I contact Logan Metcalf?

Through Logan's website, www.braeburnwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7689366): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.braeburnwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.