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Advisor

Logan Sanders

Sanders Retirement Planning · Omaha, Nebraska

Logan Sanders is a fee-only financial advisor at Sanders Retirement Planning in Omaha, Nebraska, who holds the CFP credential. Logan charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (one-time plans from $5,000 and 1.5% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and pension planning.

Percentage of assetsFlat fee or retainerOngoing planning fee Fee-only CFP

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Specialties

Who they serve

  • Retirees
  • Pre-retirees

Facts

FirmSanders Retirement Planning
Based in Omaha, Nebraska
Fee modelPercentage of assets · Flat fee or retainer · Ongoing planning fee · One-time planning fee
Fees (firm's website)One-time plans from $5,000 · 1.5% a year on the first tier of assets managed · Typically works with clients with $500,000 or more
Works virtuallyYes
Accepting new clientsYes
Assets under management$62.3M across 281 accounts
CredentialsCFP
SEC registration Investment adviser representative in CA, IA, NE, TX · CRD 6805792
Exams passedSeries 65 (2022)
Firm size2 employees
Disclosures None reported
Websitewww.sandersretirement.com
LinkedInProfile

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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 Sanders a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Logan holds no broker registration, and Sanders Retirement Planning 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, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

How much does Logan charge?

According to Sanders Retirement Planning's website, checked October 30, 2026: one-time plans from $5,000; 1.5% a year on the first tier of assets managed; typically works with clients with $500,000 or more.

Does Logan work with clients virtually?

Yes. Sanders Retirement Planning says on its website that it works with clients remotely.

Where is Logan Sanders based?

Logan Sanders is based in Omaha, Nebraska.

What does Logan specialize in?

Logan's specialties include retirement planning, tax planning and pension planning. Logan works with retirees and pre-retirees.

What credentials does Logan Sanders hold?

Logan Sanders holds the CFP credential.

Is Logan Sanders registered with the SEC?

Yes. Logan Sanders is registered as an investment adviser representative in CA, IA, NE and TX (CRD 6805792), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Sanders Retirement Planning manage?

Sanders Retirement Planning reports $62.3M across 281 accounts in assets under management.

How do I contact Logan Sanders?

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

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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