ChooseAFinancialAdvisor.com
Advisors / Texas / Tiki Island
11yrs

Logan McLaughlin

Financial advisor at Strategic Advisers

Logan McLaughlin is a fiduciary financial advisor in Tiki Island, Texas, with 11 years in the industry. After four years at Fidelity Personal and Workplace Advisors, Logan joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.

Tiki Island, TXFiduciary advisor
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At a glance

Experience11 years (since 2015)
How that compares ?More experience than 64% of advisors at Strategic Advisers
OfficeTiki Island, TX
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Mar 2025 – now
  2. 2020 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously

Contact Logan

(617) 563-7000Firm headquarters in Boston, MA. Ask for Logan. Tiki Island, TXOffice · Get directions

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Questions to ask Logan

Tailored to Logan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Logan

How do I contact Logan?

Call Strategic Advisers at (617) 563-7000 and ask for Logan McLaughlin. Logan works from the Tiki Island, TX office.

How long has Logan been a financial advisor?

Logan has been in the industry since 2015, about 11 years. More experience than 64% of advisors at Strategic Advisers.

What licenses does Logan hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Logan a fiduciary?

Logan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Logan paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Logan for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.