Kristin Mclaughlin
Kristin Mclaughlin is a CFP-designated registered investment advisor at Advisory Services Network, based in Wall, NJ, with 11 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
3350 Highway 138, Suite 226, Wall, NJ, 07719
Get directionsHistory
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
Kristin is an independent insurance agent at McLaughlin Financial Group, dedicating about half her time to insurance sales and service. She is also a co-author of a book on general financial and investment topics, spending a few hours per week on this activity.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Coastal Investment Advisors
Coastal Equities, INC.Broker
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.