Toby Whitby, CFP®, financial advisor Houston TX

Toby Whitby, CFP®

CRD Number: 1771469
Current Firm: Logic Capital Management, LLC
Compensation Model: Fee Only

Toby Whitby, CFP®  (CRD# 1771469) is an Founder/President  of Logic Capital Management, LLC in Houston, TX and has over 22 years of experience in the finance industry. Thomas Whitby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

 

Education:  '87 BBA Finance/Financial Planning '90 MBA Finance/Accounting Baylor University, Waco, Texas

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Professional Designations
Company Name Location Dates Years
Logic Capital Management, LLC Houston, TX Feb 2006 - Current 13
Houston Advisors, LLC Houston, TX Jan 1996 - Jan 2006 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1996
Contact Info for Toby H. Whitby, CFP®
Phone Number: 713-781-1475
Advisor Website: http://www.logiccapital.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    90
    MILLIONS
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $185,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Firm Disclaimer:

Investment Advisory Services offered on annual advisory fee basis.  Firm's preferred custodial platform is Fidelity Investments.  Financial planning solutions are typically included in firm's advisory fee structure.  Mr. Whitby has the ability to earn commissions on life insurance policies recommended in the planning process. 

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