Royal Capital Wealth Management
46yrs
Top advisor by experience in Carmel
9yrs
William Logan
Financial advisor at Valeo Financial Advisors
Based in Carmel, Indiana, William Logan is a financial advisor with 9 years of industry experience. William joined Valeo Financial Advisors in 2018, a firm offering financial planning, investment management, and private fund management. William holds the CFP® designation.
At a glance
Experience9 years (since 2018)
How that compares ?More experience than 57% of advisors at Valeo Financial Advisors
Office10 W. Carmel Dr Suite 400, Carmel, IN 46032
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$4.18 million
Advisors at the firm108
States licensed ?1 state
Services through Valeo Financial Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2018 – nowValeo Financial Advisors, LLCCurrent firm
Contact William
(317) 218-6000Valeo Financial Advisors main office 10 W. Carmel Dr Suite 400Carmel, IN 46032Office · Get directions Firm websitewww.valeofinancial.com
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Questions to ask William
Tailored to William’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Valeo Financial Advisors at (317) 218-6000 and ask for William Logan. William works from the Carmel, IN office.
How long has William been a financial advisor?
William has been in the industry since 2018, about 9 years. More experience than 57% of advisors at Valeo Financial Advisors.
What licenses does William hold?
No exams are listed on the official record.
Is William a fiduciary?
William is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is William paid?
Valeo Financial Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask William 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.
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