LOGAN FINANCIAL PLANNING, LLC.
ST. PETERSBURG, FLORIDA

Logan Financial Planning, LLC is a prestigious financial advisory firm committed to offering a bespoke financial planning service tailored to meet the individual needs of clients over their lifetime. Established on April 25, 2013, in St. Petersburg, Florida, and registered under the Filed Number: L13000060718 as a FLAL (Florida Limited Liability Company), Logan Financial Planning emphasizes maintaining independence from major banks following industry consolidations that led to more generic financial products. The firm's mission is deeply rooted in upholding a rigorous fiduciary standard, ensuring advisors provide unparalleled guidance free from conflicts of interest. Located at 285 Park St S, St. Petersburg, FL, Logan Financial Planning has established itself as a trusted advisor in the realm of personal finance. Led by Aileen T. Logan and Sam J. Logan as Managers, the company prioritizes client-centric services like portfolio management, detailed presentations, billing considerations, and comprehensive information management to facilitate informed decision-making. After reinstatement on February 25, 2015, following a temporary status adjustment in its early years, Logan Financial Planning has continued to strengthen its service offerings, with their most recent annual report filed on March 7, 2024. Clients seeking high-quality financial planning can find more information through the firm's website at loganfinancialplanning.com.