RIA Intel›Advisers›Maine›LOGBOOK FINANCIAL PLANNING, LLC

LOGBOOK FINANCIAL PLANNING, LLC

Advisory

ME

Data as of Jan 18, 2026 · Source: SEC Form ADV

Rank in ME
#49
of 58 advisers by AUM
Average account
$216K
across 388 accounts
AUM per adviser
$84M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 18, 2026.

Total AUM
$84M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$84M
Discretionary AUM$84M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients70
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InDC, MD, ME, NY, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

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GUIDANCE POINT RETIREMENT SERVICES, LLC
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-2.2% 1Y
PORTLAND FINANCIAL PLANNING GROUP, LLC
PORTLAND, ME
$78M
SALEM ADVISORY GROUP LLC
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$76M
SHORELINE CAPITAL CORPORATION INC.
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$76M
-47.8% 1Y

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