Logan Murray, CFP®, RICP® Pocket Project
- Virutal, Philadelphia, PA
- (602) 935-4493
- http://pocketprojectfp.com/
About Logan Murray, CFP®, RICP®, EA
I’m Logan Murray, a financial planner and tax preparer for Pocket Project.
I focus on high income young professionals, with a focus on early career physicians. I implement a comprehensive planning approach on a flat fee basis.
If I think you need updated insurance or give an investment recommendation; the advice I give has no impact on how much I get paid.
Your finances should be seen as a lifetime “Project” that is constantly changing and requiring updates. I formed my company to be a guide and a partner throughout these changes, and assist in making the best decision for you.
I look forward to hearing more about you!
Read Logan’s blog here: https://www.pocketprojectfp.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen Y/Millennials
- Medical Professionals
- Student Loan Debt
- Tax Planning
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
Fee Options
- Monthly Fee: $300+/mo
- Quarterly Fee: $900+/qtr
- Flat Fee: $3599+/engagement
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
