Jeremy Vaughn
Jeremy Vaughn is a CFP-designated registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 10 years of industry experience. Jeremy 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
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
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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
Jeremy is involved in several business activities, including Vaughn Hall, PLLC (CPA/Accounting firm), Vaughn CPA Co., PLLC (service and holding company), EntreAccountants LLC (consulting, accounting, and tax services), and The Watchtower Group, LLC (insurance sales). He dedicates full-time hours to Vaughn Hall, about 10-20% of his time to Vaughn CPA Co., minimal time to EntreAccountants LLC, and a few hours per week to The Watchtower Group, LLC.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Acuity Wealth Management Advisors
State Registrations1 state
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