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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-13-2017
- Office Locations
- 1
Office Locations
About Logbook Financial Planning, LLC
Logbook Financial Planning is an independent, fee-only CFP-led firm based in coastal Maine serving clients globally, focused on federal government and military households, including those posted overseas. The firm provides financial life planning and investment management tailored to federal benefits and retirement systems, with portfolios that may include diversified ETFs and fixed income. Founded in 2017 by former U.S. Air Force pilot and State Department diplomat Chris Cortese.
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Owner & Executives
Christopher Thomas Cortese
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #6734228
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,625,496 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,625,496 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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