Logan Stelzner
PCM Encore · Aspen, Colorado
Logan Stelzner is a fee-only financial advisor at PCM Encore in Aspen, Colorado. Logan focuses on retirement planning, estate & legacy planning and tax planning. PCM Encore reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | PCM Encore |
|---|---|
| Based in | Aspen, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.05B across 798 accounts |
| SEC registration | Investment adviser representative in CO · CRD 6948648 |
| Exams passed | Series 63 (2018) · Series 65 (2022) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | encoreinvestment.com |
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Questions about Logan
Is Logan Stelzner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Logan holds no broker registration, and PCM Encore 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, PCM Encore, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Logan Stelzner based?
Logan Stelzner is based in Aspen, Colorado.
What does Logan specialize in?
Logan's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Logan works with ultra high net worth and multi-generational families.
Is Logan Stelzner registered with the SEC?
Yes. Logan Stelzner is registered as an investment adviser representative in CO (CRD 6948648), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PCM Encore manage?
PCM Encore reports $2.05B across 798 accounts in assets under management.
How do I contact Logan Stelzner?
Through Logan's website, encoreinvestment.com.
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
- PCM Encore 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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