Logan Taft
Lifelong Wealth Advisors · Arden Hills, Minnesota
Logan Taft is a fee-only financial advisor at Lifelong Wealth Advisors in Arden Hills, Minnesota, who holds the CFP credential. Lifelong Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Lifelong Wealth Advisors |
|---|---|
| Based in | Arden Hills, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $710.4M across 2,618 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 6076926 |
| Exams passed | Series 66 (2012) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | llwadvisors.com |
How Logan's firm compares
- Lifelong Wealth Advisors's average account is about $271,000, from its Form ADV (assets managed divided by 2,618 accounts).
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Questions about Logan
Is Logan Taft a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Logan holds no broker registration, and Lifelong Wealth 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's firm, Lifelong Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Logan Taft based?
Logan Taft is based in Arden Hills, Minnesota.
What credentials does Logan Taft hold?
Logan Taft holds the CFP credential.
Is Logan Taft registered with the SEC?
Yes. Logan Taft is registered as an investment adviser representative in MN and TX (CRD 6076926), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lifelong Wealth Advisors manage?
Lifelong Wealth Advisors reports $710.4M across 2,618 accounts in assets under management.
How do I contact Logan Taft?
Through Logan's website, llwadvisors.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
- 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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