Logan Murray is a CFP-designated registered investment advisor at Pocket Project, based in Philadelphia, PA, with 8 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 35 clients with $6.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Investment management is included at no extra charge for clients who subscribe to Pocket Project's ongoing comprehensive financial planning service.
Location
Philadelphia, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pocket Project
Previous Registrations
Brighton Jones LLC
Mycio Wealth Partners, LLC
State Registrations3 states
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