WealthLogic, LLC
Gilbert, Arizona
WealthLogic, LLC at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 32 individual clients, 10 of them high net worth.
- Its average account is about $202,000 (assets it manages divided by its 126 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Gilbert, Arizona |
|---|---|
| Website | wealthlogicllc.com |
| [email protected] | |
| Phone | +14807169049101 |
Questions about WealthLogic, LLC
How is WealthLogic, LLC paid?
WealthLogic, LLC's Form ADV says it is paid by: percentage of assets.
How many advisors does WealthLogic, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at WealthLogic, LLC.
What is the average account at WealthLogic, LLC?
WealthLogic, LLC's average account is about $202,000. That's the assets on its Form ADV divided by its 126 accounts.
What does WealthLogic, LLC specialize in?
WealthLogic, LLC's advisors and website list retirement planning.
WealthLogic, LLC fees
WealthLogic, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $25 million |
| Individual clients | 22 |
| High-net-worth clients | 10 |
| Accounts managed | 126 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 30, 2026 |
| SEC record | CRD 326644 |