William Mclaughlin
William Mclaughlin is a CFP, ChFC-designated registered investment advisor at Advisory Services Network, based in Wall, NJ, with 39 years of industry experience. William 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 (6)
Customer Dispute
October 2021Customer Dispute
July 2021Customer Dispute
September 2020Customer Dispute
September 2020Customer Dispute
May 2020Customer Dispute
April 2020Other Business ActivitiesSells Insurance
William is the President, Member, and Sole Owner of McLaughlin Financial Group LLC, a service corporation for his financial services business. He is also an independent insurance agent since 1985, spending about 10-20% of his time offering sales/service of insurance products.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Coastal Investment Advisors
Coastal Equities, INC.Broker
Bedminster Financial Group, LimitedBroker
Fsc Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Fsc Securities CorporationBroker
CUNA Brokerage Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
American Capital CorporationBroker
American Eagle Securities, INC.Broker
Columbia Asset Management CORP.Broker
John Hancock Distributors, 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.