# Logan Murray

> Logan Murray is a fee-only financial advisor at Pocket Project LLC in Philadelphia, Pennsylvania, who holds the CFP, EA and RICP credentials. Logan charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $4,800 a year and one-time plans from $150) and focuses on physicians & residents, tax planning and flat-fee planning.

Page: https://find.wellspent.co/advisors/logan-murray/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Pocket Project LLC
- **Based in:** Philadelphia, Pennsylvania
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $4,800 a year; one-time plans from $150
- **Assets under management (firm):** $6.8M across 101 accounts
- **Credentials:** CFP, EA, RICP
- **Specialties:** Physicians & residents, Tax planning, Flat-fee planning
- **Works with:** Physicians, Early-career professionals, High earners
- **CRD:** 6436032 (https://adviserinfo.sec.gov/individual/summary/6436032)
- **SEC registration:** Investment adviser representative in AZ, PA, TX
- **Exams passed:** Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://pocketprojectfp.com

## Frequently asked questions

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

Yes. Logan Murray is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Logan's firm.

### How does Logan charge for financial advice?

Logan charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Logan charge?

According to Pocket Project LLC's website, checked October 28, 2026: ongoing planning from $4,800 a year; one-time plans from $150.

### Where is Logan Murray based?

Logan Murray is based in Philadelphia, Pennsylvania.

### What does Logan specialize in?

Logan's specialties include physicians & residents, tax planning and flat-fee planning. Logan works with physicians, early-career professionals and high earners.

### What credentials does Logan Murray hold?

Logan Murray holds the CFP, EA and RICP credentials.

### Is Logan Murray registered with the SEC?

Yes. Logan Murray is registered as an investment adviser representative in AZ, PA and TX (CRD 6436032), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Pocket Project LLC manage?

Pocket Project LLC reports $6.8M across 101 accounts in assets under management.

### How do I contact Logan Murray?

Through Logan's website, pocketprojectfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46090): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.pocketprojectfp.com/): specialties, clients served, and fees, checked October 28, 2026

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