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Advisors / Colorado / Wheat Ridge
4yrs

George Logsdon

Financial advisor at Strategic Advisers

George Logsdon is a fiduciary financial advisor in Wheat Ridge, Colorado, with 4 years in the industry. George joined Strategic Advisers in 2025, after a year at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.

One of 16 advisors with offices in Wheat Ridge, and one of 15 fiduciaries.

Wheat Ridge, COFiduciary advisor

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeWheat Ridge, CO
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 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. Jan 2024 – Mar 2025
    Fidelity Personal and Workplace AdvisorsPreviously

Contact George

(617) 563-7000Firm headquarters in Boston, MA. Ask for George. Wheat Ridge, COOffice · Get directions

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Questions to ask George

Tailored to George’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 George

How do I contact George?

Call Strategic Advisers at (617) 563-7000 and ask for George Logsdon. George works from the Wheat Ridge, CO office.

How long has George been a financial advisor?

George has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does George hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is George a fiduciary?

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

How is George paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask George 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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