Logan Bennett is a CFP-designated registered investment advisor at Brexton Family Financial, LLC, based in Grapevine, TX, with 12 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 91 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brexton Family Financial's comprehensive wealth management services are compensated via a negotiable flat fee. This fee varies based on the complexity, issues addressed, scope of services, and frequency of services. Some smaller accounts may pay fees exceeding 3%, which is higher than usual. Fees are agreed upon before signing the wealth management agreement.
Location
Grapevine, TX
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Brexton Family Financial, LLC
Previous Registrations
Box Financial Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.