Laughter Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,287,182
Total clients
23
52% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$882,051
About
Laughter Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. Offerings include ongoing subscription-style planning and project-based plans that address retirement, college funding, insurance and estate considerations, along with tailored portfolio implementation.
The firm’s investment approach is grounded in modern portfolio theory, blending passive index funds for efficient market exposures with actively managed mutual funds in areas judged less efficient. Portfolios follow a long-term, buy-and-hold orientation with systematic semiannual rebalancing and discretionary trade execution, and financial plans are customized to clients’ goals and risk tolerances.
Noteworthy for a firm of its size, Laughter Financial regularly provides educational seminars and speaking engagements—ranging from complimentary sessions to fee-based workshops—and may offer pro-bono presentations. The firm also emphasizes continuous client access through a subscription planning model, operates with a relatively high account entry expectation, and is led by a principal who holds both CFP® and CFA credentials.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-based financial planning fees generally range between $200 and $5,000, depending on service and complexity.
$0 - $500,000: 0.85% $500,001 - $1,000,000: 0.85% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Comprehensive financial planning fees are charged as fixed monthly or quarterly fees, typically $300 to $500 per month, paid in advance.
Account minimum: $2,000,000 Minimum fee: Annual comprehensive financial planning fee ranges from $3,600 to $6,000 (or $300-$500 per month), pro rated and paid monthly or quarterly in advance. Fee-only: Financial planning services offered for an annual fee from $3,600 to $6,000; project-based financial planning fees range from $200 to $5,000.
Main office location
Laughter Financial
Celina TX, United States
Number of offices
1
Most active in
Laughter Financial has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Quick links
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