Patrick Logue, CFP® Prudent Financial Planning LLC.

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About Patrick Logue, CFP®

Pat Logue, CFP® professional, is a Financial Planner based in Southwest Florida. He is a fee-only financial planner who works mainly with Young Professionals ages 25-45. He serves clients locally and across the country. He specializes in Student Loans, Cash Flow, and Retirement Planning. He does not sell any products nor earn any commissions.

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Ideal Clients

  • Coronavirus Relief
  • Divorced Women
  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen Y/Millennials
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo, $750+ upfront fee
  • Flat Fee: $500/engagement
  • Hourly Fee: $200+/ hr
  • AUM: starting at .50%

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