Aileen Logan
Aileen Logan is a registered investment advisor at Logan Financial Planning LLC, based in St Petersburg, FL, with 25 years of industry experience. Aileen 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, High Net Worth, and 4 more. Their firm serves 56 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are 0.75% for cash/cash equivalents and insurance products. Fees are negotiable.
Fee Estimator
Location
285 Park St S, St Petersburg, FL, 33707
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2001Customer Dispute
April 2001Other Business ActivitiesSells Insurance
Aileen is a licensed insurance agent and may offer clients insurance products, which presents a conflict of interest. Clients are not required to purchase these products through her.
Employment History
Current Registrations
Logan Financial Planning LLC
Previous Registrations
Wells Fargo Advisors, LLC
Prudential Securities Incorporated
State Registrations2 states
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.