Laughter Financial fees and pricing
Financial planner in Celina, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Laughter Financial charges a flat or project fee of $200-$5,000 and a monthly fee of $300-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$5,000
“Our fixed fees generally range between $200.00 and $5,000, depending upon the service requested and the complexity of the situation under consideration.”
- Monthly fee
- $300-$500/mo
“Comprehensive Financial Planning Annual fees for comprehensive financial planning generally range from $300-$500 per month, based on the complexity and needs of the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Laughter Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We will provide clients with an invoice outlining the fees charged for each calculation period.”
- “Our fees are negotiable and may be reduced or waived, at our discretion.”
- “Unless you make arrangements to pay by electronic funds transfer or credit card, investment advisory fees will be directly debited from your custodial account(s).”
How Laughter Financial’s fees compare
- Its flat or project fee of $200-$5,000 spans the Texas median of $3,850. 31% of the 401 other Texas planners that publish a flat or project fee charge less.
About Laughter Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Divorce
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.85% a year
- Clients
- 23
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $20,287,182
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 301316
- Phone
- (214) 267-9252
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.