Pat Logue
Prudent Financial Planning LLC · Naples, Florida
Pat Logue is a fee-only financial advisor at Prudent Financial Planning LLC in Naples, Florida, who holds the CFP and CSLP credentials. Prudent Financial Planning LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Prudent Financial Planning LLC |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $17.0M across 278 accounts |
| Credentials | CFP · CSLP |
| SEC registration | Investment adviser representative in CA, FL, IL, NC, OH, TX · CRD 4589561 |
| Firm size | 3 employees |
| Disclosures | None reported |
How Pat's firm compares
- Prudent Financial Planning LLC's average account is about $61,000, from its Form ADV (assets managed divided by 278 accounts).
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Questions about Pat
Is Pat Logue a fee-only financial advisor?
Yes. Pat Logue 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 Pat's firm.
How does Pat charge for financial advice?
Pat's firm, Prudent Financial Planning LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Pat Logue based?
Pat Logue is based in Naples, Florida.
What credentials does Pat Logue hold?
Pat Logue holds the CFP and CSLP credentials.
Is Pat Logue registered with the SEC?
Yes. Pat Logue is registered as an investment adviser representative in CA, FL, IL, NC, OH and TX (CRD 4589561), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Prudent Financial Planning LLC manage?
Prudent Financial Planning LLC reports $17.0M across 278 accounts in assets under management.
How do I contact Pat Logue?
Contact details aren't on file yet. Search for Prudent Financial Planning LLC.
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
- 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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