Donald McLaughlin
McLaughlin Asset Management · Danville, Illinois
Donald McLaughlin is a fee-only financial advisor at McLaughlin Asset Management in Danville, Illinois. Donald focuses on estate & legacy planning, retirement planning and small business owners. McLaughlin Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | McLaughlin Asset Management |
|---|---|
| Based in | Danville, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $176.1M across 319 accounts |
| SEC registration | Investment adviser representative in IL, IN · CRD 4648999 |
| Exams passed | Series 65 (2003) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.maminvesting.com |
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Questions about Donald
Is Donald McLaughlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and McLaughlin Asset Management 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, McLaughlin Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Donald McLaughlin based?
Donald McLaughlin is based in Danville, Illinois.
What does Donald specialize in?
Donald's specialties include estate & legacy planning, retirement planning, small business owners and family wealth transfer. Donald works with ultra high net worth.
Is Donald McLaughlin registered with the SEC?
Yes. Donald McLaughlin is registered as an investment adviser representative in IL and IN (CRD 4648999), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does McLaughlin Asset Management manage?
McLaughlin Asset Management reports $176.1M across 319 accounts in assets under management.
How do I contact Donald McLaughlin?
Through Donald's website, www.maminvesting.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
- McLaughlin Asset Management 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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