Laughlin Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Laughlin Financial LLC provides investment advisory and financial planning services to individual clients — including high‑net‑worth households — as well as retirement plan sponsors and participants. The firm offers discretionary asset management, modular and ongoing financial planning, and both fiduciary and non‑fiduciary retirement plan consulting and management; it also facilitates client‑directed transactions in certain digital assets on an order‑specific basis.
Investment decisions are tailored to each client’s objectives and may draw on fundamental, technical, charting and cyclical analysis. Portfolios can be managed across a range of time horizons and strategies, and the firm’s programs explicitly accommodate margin borrowing, short sales and option strategies while permitting client‑imposed investment restrictions.
A distinctive feature is that Laughlin Financial holds a firm permit to provide accounting services and has actively licensed CPAs among its supervised persons, allowing integrated tax planning, tax review and accounting‑related support alongside investment advice. The firm also discloses the supervised use of AI and other operational technology for research and administrative tasks under human oversight, and its willingness to use borrowing and derivatives in separately managed accounts is uncommon for firms of this size.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting services ranging from $800 to $8,000; Fixed retirement plan sponsor fees up to $8,000.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% $3,000,001 - $7,500,000: 0.35% Over $7,500,000+: 0.40% (flat rate on all assets)
$400 per hour for financial planning, consulting, and retirement plan services.
Fee-only: Hourly fees at $400 per hour; Fixed fees range from $800 to $8,000 for financial planning and consulting services; Fixed annual fees for financial planning and consulting ranging $800 to $8,000 per year; Retirement plan management fees range from 0.50% to 1.50%; Retirement plan fixed fees up to $8,000.
Main office
4151 E. 3rd St
Bloomington IN 47401
Advisors at this office
1
Most active in
Illinois · Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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