Austin
Mclaughlin

Retirement Planning Services

CRD#7355098
Investment Advisor
in Knoxville, TN

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About this Advisor

Austin Mclaughlin is a financial advisor based in Knoxville, Tennessee, working with Retirement Planning Services. Austin has previously held positions at Retirement Planning Services, Cru, and Perrone Pharmacy, Inc. Austin has passed the Series 65 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Austin is part of Retirement Planning Services, which operates out of Knoxville, Tennessee. The firm has 5 employees and manages assets totaling $176.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Retirement Planning Services includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4533 Papermill Dr Suite 101
Knoxville, TN 37909

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Retirement Planning Services Brokerage Details

Total Assets Under Management

$176,235,252

TN Average: $730,596,643
Total Number of Employees

5

TN Average: 15
Total Number of Accounts

480

TN Average: 968
Average Account Size

$367,157

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Austin Mclaughlin Work History

2022 - Present (2 years)

Retirement Planning Services

2021 - Present (3 years)

Retirement Planning Services

2011 - Present (13 years)

Perrone Pharmacy, Inc

2018 - 2021 (3 years)

Cru

2014 - 2018 (4 years)

Cru

2011 - 2014 (3 years)

Cru

Disclosures

Please visit the SEC profile of Austin Mclaughlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Retirement Planning Services

Austin Mclaughlin
Knoxville, TN
Spencer Hall
Knoxville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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