Vaughan Family Financial

Overview

Vaughan Family Financial is organized as a limited liability company under individual ownership and combines accounting work with investment advisory services. The firm lists financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients among its advisory activities. Its billing model is a mix of percentage-of-AUM, hourly charges, and fixed fees. Vaughan Family Financial is not identified as a capital allocator, is not active on ESG investing, and is not registered as a multistate adviser; it is also not described as a pension consultant or a related adviser. The firm’s regulatory registration year and formal classification are not provided.

Investments & Alternatives