Daniel Ryan Logan
Investment Adviser Representative at Beacon Wealthcare LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Ryan Logan is an investment adviser representative with Beacon Wealthcare LLC in Raleigh, NC, where they have been registered since 2023. They have worked in the securities industry since 2019 and have been registered with 4 firms, including ZORA Financial and Welch Hornsby, Inc. They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Welch Hornsby, Inc.Jun 2016 – Feb 2020Montgomery, AL
- CapFinancial Partners, LLC. (CAPTRUST)Feb 2020 – May 2020Raleigh, NC
- ZORA FinancialMay 2020 – Feb 2023Birmingham, AL
- Beacon Wealthcare LLCMar 2023 – no end date reportedRaleigh, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Beacon Wealthcare LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $5,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Beacon offers comprehensive financial planning services including education and college funding, estate planning, retirement planning, tax planning, charitable giving, cash flow and expense planning, insurance and risk management, and debt reduction and management, all included in a single fee-only advisory fee.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Raleigh, NC
- SEC file number:
- 801-120334
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 20, 2026
View full firm profileOther advisors at Beacon Wealthcare LLC
4 other advisors in the directory
Similar advisors in Raleigh, NC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Ryan Logan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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