Laughlin Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$200,198,285
Total clients
82
61% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
41
Average account size
$2,441,443
About
Laughlin Financial LLC provides investment advisory and planning services primarily to individual clients, including high‑net‑worth households, and to retirement plan sponsors and participants. Services described in the brochure include discretionary and non‑discretionary asset management, modular and ongoing financial planning, fiduciary retirement plan consulting and management, and client‑directed digital‑asset execution for BTC/ETH and related ETPs/ETFs.
The firm delivers one‑on‑one advice and tailors portfolios to client objectives, monitoring accounts at least annually while using a mix of fundamental, technical and cyclical analysis. In managing discretionary accounts Laughlin Financial may employ margin borrowing, short sales and option strategies and identifies these borrowing and derivatives uses as part of its permitted investment strategies; digital‑asset exposures are always implemented only on a non‑discretionary, client‑directed basis.
What distinguishes Laughlin Financial from many peers is its affiliation with an accounting practice: the firm holds a permit to practice accounting (license #FP51200065) and has actively licensed CPAs on staff who review client tax work and provide tax‑related planning support. The firm also emphasizes retirement plan fiduciary services and operates as a small, two‑advisor boutique managing roughly $168 million, enabling closer oversight of plan and individual client engagements.
Client services
Expertise
Fee options
Fixed financial planning fees typically ranging from $800 to $8,000; fixed annual consulting fees also range from $800 to $8,000.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% $3,000,001 - $7,500,000: 0.35% $7,500,001+: 0.40% flat rate on all assets
$400 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees charged hourly at $400 per hour or fixed fees ranging from $800 to $8,000; fees negotiable and possibly waived.
Main office location
Laughlin Financial LLC
4151 E. 3 Rd St
Bloomington IN 47401, United States
Number of offices
1
Most active in
Illinois · Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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