Jeffrey Laughlin
Jeffrey Laughlin is a CFP-designated registered investment advisor at Fidelis Financial Planning, LLC, based in Saint Charles, MO, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Middle Income, and 1 more. Their firm serves 149 clients with $140M 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% |
Minimum annual fee of $3,000. In some cases, services provided by FPAS are paid indirectly to FPAS through mutual fund administration fees, and in these cases, the Fidelis fee is lower.
Fee Estimator
Location
42 Portwest Ct, Saint Charles, MO, 63303-5958
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 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 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.