# Logbook Financial Planning, LLC

> Logbook Financial Planning, LLC is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 18, 2026.

- CRD: 286100
- Filed as: LOGBOOK FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286100
- AdvisorCensus page: https://advisorcensus.com/firm/logbook-financial-planning-llc-286100

## Quick answers

**How is Logbook Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Logbook Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Logbook Financial Planning, LLC registered with the SEC or a state?**
Logbook Financial Planning, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286100.

**How much does Logbook Financial Planning, LLC manage?**
Logbook Financial Planning, LLC reports $83,625,496 in regulatory assets under management in its Form ADV filing dated January 18, 2026 (100% discretionary).

**What types of clients does Logbook Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (57); individuals (other than high net worth individuals) (13).

**Does Logbook Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286100

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $83,625,496
- Discretionary: $83,625,496
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $3,923,263 |
| High net worth individuals | 57 | $79,702,233 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, MD, ME, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- logbookfp.com
- Facebook @LOGBOOKFP
- LinkedIn @CHRIS-CORTESE

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Logbook Financial Planning, LLC (CRD 286100): Form ADV filing data as of October 2026.