Logan Murray
Pocket Project LLC · Philadelphia, Pennsylvania
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.
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Specialties
Who they serve
- Physicians
- Early-career professionals
- High earners
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 | $6.8M across 101 accounts |
| Credentials | CFP · EA · RICP |
| SEC registration | Investment adviser representative in AZ, PA, TX · CRD 6436032 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | pocketprojectfp.com |
| Profile |
How Logan's firm compares
- Ongoing planning starts at $4,800 a year, above the Pennsylvania median of $3,600 for fee-only firms that publish prices.
- A one-time plan starts at $150, below the Pennsylvania median of $1,695 for fee-only firms that publish prices.
- Pocket Project LLC's average account is about $68,000, from its Form ADV (assets managed divided by 101 accounts).
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Questions about Logan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Pocket Project LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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