Logan Valentine
Valentine Wealth Management · Seymour, Indiana
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.
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Specialties
Who they serve
- High earners
- Founders
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $36.7M across 277 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 7228030 |
| Exams passed | Series 63 (2020) · Series 66 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | valentinewm.com |
| Profile |
How Logan's firm compares
- Ongoing planning starts at $4,000 a year, above the Indiana median of $3,500 for fee-only firms that publish prices.
- Valentine Wealth Management's average account is about $132,000, from its Form ADV (assets managed divided by 277 accounts).
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Questions about Logan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Valentine Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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