Logbook Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$83,625,496
Clients
70
81% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
70
Very HighAverage account size
$1,194,650
About
Logbook Financial Planning, LLC is a fee‑only advisory firm that provides financial planning and investment management to individual investors, including high‑net‑worth clients. Services described in the brochure include standalone financial planning engagements and an ongoing “Partnered Planning” program that combines planning with discretionary portfolio management.
The firm constructs client‑specific investment policies based on stated objectives and risk tolerance, using fundamental and technical analysis and offering discretionary trading authority for managed accounts. Partnered Planning relationships are described as including periodic reviews, annual rebalancing recommendations, and ongoing phone and email support, and clients may impose investment restrictions such as ESG screens.
Noteworthy features compared with many peers include the firm’s regular public educational webinars and workshops (the brochure states these are educational and may be fee‑based) and documented processes for retirement rollovers that reference PTE 2020‑02. The brochure also highlights the principal’s CFP and Registered Life Planner credentials and prior foreign‑service/government consulting experience, which inform a life‑planning orientation and the firm’s hybrid advice on employer‑held and college savings accounts that it does not directly manage.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Social Security optimization
Income planning
Fee options
Fixed-fee “Core Plan” engagement pricing between $4,000-$6,000, negotiable based on complexity.
$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
$400 per hour for financial planning services.
Account minimum: No minimum investment account size; however, there is a minimum quarterly fee of $900. Minimum fee: Minimum fee of $900 per quarter for Partnered Planning. Fee-only: Financial planning fees offered on hourly and fixed-fee basis; Partnered Planning is fee-only.
Main office location
Logbook Financial Planning, LLC
Rockport ME, United States
Number of offices
1
Most active in
Logbook Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Maine · Maryland · New York · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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