Logbook Financial Planning, LLC
Rockport, Maine
Logbook Financial Planning, LLC at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 70 individual clients, 57 of them high net worth.
- Its average account is about $216,000 (assets it manages divided by its 388 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Rockport, Maine |
|---|---|
| Website | logbookfp.com |
| [email protected] | |
| Phone | (888) 651-2317 |
Questions about Logbook Financial Planning, LLC
How much does Logbook Financial Planning, LLC charge?
Logbook Financial Planning, LLC publishes these prices: ongoing planning: from $3,600 a year; one-time plan: from $1,200; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Logbook Financial Planning, LLC paid?
Logbook Financial Planning, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Logbook Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Logbook Financial Planning, LLC.
What is the average account at Logbook Financial Planning, LLC?
Logbook Financial Planning, LLC's average account is about $216,000. That's the assets on its Form ADV divided by its 388 accounts.
What does Logbook Financial Planning, LLC specialize in?
Logbook Financial Planning, LLC's advisors and website list retirement planning and tax planning.
Is Logbook Financial Planning, LLC accepting new clients?
Yes, according to Logbook Financial Planning, LLC's website, checked October 28, 2026.
Does Logbook Financial Planning, LLC work with clients virtually?
Yes. Logbook Financial Planning, LLC's website says it works with clients virtually.
Logbook Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| One-time plan | From $1,200 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Our minimum annual fee is $3,600 (billed quarterly)." source
"Strategy Sessions are $1,200." source
"<$500K 1.0%, $500K-$2M .75%, $2M-$5M .50%, >$5M .35%." source
"<$500K 1.0%, $500K-$2M .75%, $2M-$5M .50%, >$5M .35%." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $84 million |
| Individual clients | 13 |
| High-net-worth clients | 57 |
| Accounts managed | 388 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 18, 2026 |
| SEC record | CRD 286100 |
Advisors at this firm (1)
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