# Adam McLaughlin

> Adam McLaughlin is a fee-only financial advisor at River Raisin Investment Partners in Monroe, Michigan. Adam focuses on retirement planning and estate & legacy planning. River Raisin Investment Partners reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-mclaughlin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** River Raisin Investment Partners
- **Based in:** Monroe, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $163.5M across 867 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 5234319 (https://adviserinfo.sec.gov/individual/summary/5234319)
- **SEC registration:** Investment adviser representative in MI, OH
- **Exams passed:** Series 63 (2007), Series 65 (2009)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.rrinvp.com/

## Frequently asked questions

### Is Adam McLaughlin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and River Raisin Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, River Raisin Investment Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is Adam McLaughlin based?

Adam McLaughlin is based in Monroe, Michigan.

### What does Adam specialize in?

Adam's specialties include retirement planning and estate & legacy planning.

### Is Adam McLaughlin registered with the SEC?

Yes. Adam McLaughlin is registered as an investment adviser representative in MI and OH (CRD 5234319), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does River Raisin Investment Partners manage?

River Raisin Investment Partners reports $163.5M across 867 accounts in assets under management.

### How do I contact Adam McLaughlin?

Through Adam's website, www.rrinvp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5234319): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://rrinvp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.