Lynne Laughna
Lynne Laughna is a CFP-designated registered investment advisor at Laughna Financial Planning LLC, based in Satellite Beach, FL, with 25 years of industry experience. Lynne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiated higher or lower based on the complexity of the client's situation or the use of a non-recommended custodian.
Fee Estimator
Location
Satellite Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Laughna Financial Planning LLC
Previous Registrations
Laughna Financial Planning LLC
Moisand Fitzgerald Tamayo, LLC
Financial & Investment Services, P.A.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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