Glen McLaughlin
Buoyant Financial · Charlotte, North Carolina
Glen McLaughlin is a fee-only financial advisor at Buoyant Financial in Charlotte, North Carolina. Glen charges a percentage of assets (0.8% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Facts
| Firm | Buoyant Financial |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.8% a year on the first tier of assets managed |
| Assets under management | $27.9M across 85 accounts |
| SEC registration | Investment adviser representative in CA, NC, TX · CRD 3074883 |
| Exams passed | Series 63 (1998) · Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.buoyantfinancial.com |
| Profile |
How Glen's firm compares
- Buoyant Financial's average account is about $328,000, from its Form ADV (assets managed divided by 85 accounts).
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Questions about Glen
Is Glen McLaughlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Glen holds no broker registration, and Buoyant Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Glen charge for financial advice?
Glen charges a percentage of assets.
How much does Glen charge?
According to Buoyant Financial's website, checked October 30, 2026: 0.8% a year on the first tier of assets managed.
Where is Glen McLaughlin based?
Glen McLaughlin is based in Charlotte, North Carolina.
What does Glen specialize in?
Glen's specialties include retirement planning.
Is Glen McLaughlin registered with the SEC?
Yes. Glen McLaughlin is registered as an investment adviser representative in CA, NC and TX (CRD 3074883), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Buoyant Financial manage?
Buoyant Financial reports $27.9M across 85 accounts in assets under management.
How do I contact Glen McLaughlin?
Through Glen's website, www.buoyantfinancial.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
- Buoyant Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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