# Logan Valentine

> Logan Valentine is a fee-only financial advisor at Valentine Wealth Management in Seymour, Indiana, who holds the CFP credential. Logan charges a percentage of assets and an ongoing planning fee (ongoing planning from $4,000 a year and no asset minimum) and focuses on tax planning, retirement planning and small business owners.

Page: https://find.wellspent.co/advisors/logan-valentine/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Valentine Wealth Management
- **Based in:** Seymour, Indiana
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $4,000 a year; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $36.7M across 277 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement planning, Small business owners
- **Works with:** High earners, Founders, Retirees, Pre-retirees
- **CRD:** 7228030 (https://adviserinfo.sec.gov/individual/summary/7228030)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 63 (2020), Series 66 (2021)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://valentinewm.com

## Frequently asked questions

### Is Logan Valentine a fee-only financial advisor?

Yes. Logan Valentine is listed in 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 percentage of assets and an ongoing planning fee.

### How much does Logan charge?

According to Valentine Wealth Management's website, checked October 28, 2026: ongoing planning from $4,000 a year; no asset minimum.

### Does Logan work with clients virtually?

Yes. Valentine Wealth Management says on its website that it works with clients remotely.

### Where is Logan Valentine based?

Logan Valentine is based in Seymour, Indiana.

### What does Logan specialize in?

Logan's specialties include tax planning, retirement planning and small business owners. Logan works with high earners, founders, retirees and pre-retirees.

### What credentials does Logan Valentine hold?

Logan Valentine holds the CFP credential.

### Is Logan Valentine registered with the SEC?

Yes. Logan Valentine is registered as an investment adviser representative in IN (CRD 7228030), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Valentine Wealth Management manage?

Valentine Wealth Management reports $36.7M across 277 accounts in assets under management.

### How do I contact Logan Valentine?

Through Logan's website, valentinewm.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/logan-valentine-39356): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.valentinewm.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.