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Scott Logan (CFP®)

Scott Logan focuses in the
following client markets or areas of practice:

  • Business Owners
  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Disciplined Investments specializes in a holistic approach to wealth management for individuals and families.  When appropriate, we work closely with your other trusted advisors to ensure your overall strategies are current, efficient, tailored specifically for you, cost effective, and designed to provide you with a high probability of meeting your personal and financial goals.

After graduating from Vanderbilt University in 1991 with a degree in Economics, I worked in corporate America for a few years until I entered the financial services industry in 1995 with Edward Jones.  I joined an independent fee-only advisory firm in January of 1998, soon obtained the CFP designation, and offically began working with clients in a fiduciary capacity.

I started Asset Planning Solutions in 2002, a fee-only investment and financial planning firm, then merged with Disciplined Investments in the spring of 2017.  

Additional Information

My greatest gifts are two high school kids who are on their way to being kind, conscious, productive contributors to society.  My hobbies vary depending on the time of year, but I always enjoy staying active, traveling when able, taking in live music, and the infamous Oklahoma sunsets.

NAPFA Start Date

May 08, 2008

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1225 N Broadway Ave Ste 200 Oklahoma City, OK 73103-4826 Phone: (405) 418-8960
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