Jeffrey Laughlin
Jeffrey Laughlin is a CFP-designated registered investment advisor at Fidelis Financial Planning, LLC, based in Saint Charles, MO, with 18 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 4 more. Their firm serves 149 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.65% |
There is a minimum annual fee of $5,000. Fees apply to the combined total of all accounts managed by Fidelis.
Fee Estimator
Location
42 Portwest Ct, Saint Charles, MO, 63303-5958
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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 Activities
Jeffrey is the owner and managing member of 7262 Westmoreland, LLC, a real estate holding entity. He spends minimal time on administrative duties related to this activity.
Employment History
Current Registrations
Fidelis Financial Planning, LLC
Previous Registrations
Moneta Group Investment Advisors, LLC
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.
Exams
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