Sam Logan
Logan Financial Planning · St. Petersburg, Florida
Sam Logan is a fee-only financial advisor at Logan Financial Planning in St. Petersburg, Florida. Logan Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Logan Financial Planning |
|---|---|
| Based in | St. Petersburg, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $35M across 56 accounts |
| SEC registration | Investment adviser representative in AL, FL · CRD 2491919 |
| Exams passed | Series 63 (1994) · Series 65 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.loganfinancialplanning.com |
How Sam's firm compares
- Logan Financial Planning's average account is about $625,000, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Sam
Is Sam Logan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sam holds no broker registration, and Logan Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sam charge for financial advice?
Sam's firm, Logan Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Sam Logan based?
Sam Logan is based in St. Petersburg, Florida.
Is Sam Logan registered with the SEC?
Yes. Sam Logan is registered as an investment adviser representative in AL and FL (CRD 2491919), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Logan Financial Planning manage?
Logan Financial Planning reports $35M across 56 accounts in assets under management.
How do I contact Sam Logan?
Through Sam's website, www.loganfinancialplanning.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
- Logan Financial Planning 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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