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Scott Logan, CFP®

Principal

Scott Logan has spent several decades helping people make smart, confident financial decisions. He specializes in portfolio management and holistic financial planning and currently serves as Principal and Chief Compliance Officer at HoganTaylor Wealth.

Before merging his practice with HoganTaylor Wealth, Scott founded and led Asset Planning Solutions, where he worked closely with small business owners, executives, and individuals navigating career changes, major life transitions, or retirement. His approach is practical, disciplined, and built around aligning money with what actually matters in clients’ lives.

Scott has two grown kids and loves hanging out with family and friends, hitting the golf course, staying active, and exploring new places. He’s also passionate about personal growth and leads a small men’s group where they tackle faith, fatherhood, friendship, and the art of finishing strong—because life’s too short not to keep leveling up.

Representative Experience
  • Creating and managing diversified, tax smart portfolios using both traditional and nontraditional investments
  • Providing retirement and financial planning guidance to Fortune 500 executives
  • Designing tax-efficient retirement income strategies that often integrate multiple sources of income.
  • Providing 3(21) fiduciary guidance to small business retirement plans
  • Designing investment policy statements for individuals, small business retirement plans and non-profits
Scott Logan

Office

Oklahoma City

Certifications & Honors

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Education

  • B.A., Economics, Vanderbilt University

Professional & Civic Affiliations

  • National Association of Personal Financial Advisors, Registered Financial Advisor

Speaking Engagements

  • Retirement Planning Class, Francis Tuttle Technology Center, Instructor, 2002-Present

Please Note: Limitations: Neither recognitions by unaffiliated publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if HoganTaylor Wealth is engaged, or continues to be engaged, to provide investment advisory services.

 

Connect with Scott

Scott is available to answer any questions you may have and talk to you about what solutions are right for you.