Donald Laughlin
Wiser Advisor Group · Phoenix, Arizona
Donald Laughlin is a fee-only financial advisor at Wiser Advisor Group in Phoenix, Arizona. Wiser Advisor Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Wiser Advisor Group |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $127.8M across 155 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 8189910 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wiser-advisor.com |
How Donald's firm compares
- Wiser Advisor Group's average account is about $824,000, from its Form ADV (assets managed divided by 155 accounts).
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Questions about Donald
Is Donald Laughlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Wiser Advisor Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Wiser Advisor Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Donald Laughlin based?
Donald Laughlin is based in Phoenix, Arizona.
Is Donald Laughlin registered with the SEC?
Yes. Donald Laughlin is registered as an investment adviser representative in AZ (CRD 8189910), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wiser Advisor Group manage?
Wiser Advisor Group reports $127.8M across 155 accounts in assets under management.
How do I contact Donald Laughlin?
Through Donald's website, www.wiser-advisor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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