RBC Capital Markets
46yrs
Top advisor by experience in Erie
2yrs
Logan Mitchell has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Erie, Pennsylvania. Logan joined HBKS Wealth Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. HBKS Wealth Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 263 advisors with offices in Erie, and one of 238 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office2725 Colonial Ave, Erie, PA 16506
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$941,355
Advisors at the firm72
States licensed ?1 state
Services through HBKS Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publications
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 65Uniform Investment Adviser Law Examination
Career
- Dec 2024 – nowHBKS Wealth AdvisorsCurrent firm
Contact Logan
(814) 836-5776HBKS Wealth Advisors main office 2725 Colonial AveErie, PA 16506Office · Get directions Firm websitewww.hbkswealth.com
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Questions to ask Logan
Tailored to Logan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Logan
How do I contact Logan?
Call HBKS Wealth Advisors at (814) 836-5776 and ask for Logan Mitchell. Logan works from the Erie, PA office.
How long has Logan been a financial advisor?
Logan has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Logan hold?
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?
HBKS Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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.
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