Logan Pettus
Sweeney Financial Advisors · Bedford, New Hampshire
Logan Pettus is a fee-only financial advisor at Sweeney Financial Advisors in Bedford, New Hampshire. Logan charges a percentage of assets (1.375% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
- Multi-generational families
- Divorced individuals
Facts
| Firm | Sweeney Financial Advisors |
|---|---|
| Based in | Bedford, New Hampshire |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.375% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $403.2M across 806 accounts |
| SEC registration | Investment adviser representative in NH · CRD 7814871 |
| Exams passed | Series 63 (2025) · Series 65 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.sfmllc.net |
Request an introduction to Logan
Tell Logan a little about what you're looking for. Logan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Logan
Is Logan Pettus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Logan holds no broker registration, and Sweeney Financial Advisors 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 charges a percentage of assets.
How much does Logan charge?
According to Sweeney Financial Advisors's website, checked October 30, 2026: 1.375% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Logan Pettus based?
Logan Pettus is based in Bedford, New Hampshire.
What does Logan specialize in?
Logan's specialties include retirement planning, estate & legacy planning and tax planning. Logan works with retirees, pre-retirees, high earners, multi-generational families and divorced individuals.
Is Logan Pettus registered with the SEC?
Yes. Logan Pettus is registered as an investment adviser representative in NH (CRD 7814871), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sweeney Financial Advisors manage?
Sweeney Financial Advisors reports $403.2M across 806 accounts in assets under management.
How do I contact Logan Pettus?
Through Logan's website, www.sfmllc.net.
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
- Sweeney Financial Advisors 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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