David Mclaughlin is a CFP-designated registered investment advisor at Nutfield Financial, based in Auburn, NH, with 30 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 68 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
It is the current policy of Nutfield Financial Services Ltd. to exclude from the annual management fee any insurance product which pays a commission to the Advisor. The Advisor also excludes Fees on Legacy Assets held by Halo where Halo already pays the Advisor for ongoing Investment Advisory services. RIA Lite service clients pay 0.35% annually.
Fee Estimator
Location
Auburn, NH
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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 →Other Business ActivitiesSells Insurance
David is an advisory representative for Nutfield Financial Services Ltd since 1994, working full-time as a financial advisor. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating minimal time to this activity. David is also a tax preparer/financial advisor and owner of a family real estate trust.
Employment History
Current Registrations
Nutfield Financial
Previous Registrations
Cetera Advisors LLCBroker
Investors Capital CORP.Broker
Proequities, INC.Broker
State Registrations2 states
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.