James Pechin
McLaughlin Asset Management · Lafayette, Indiana
James Pechin is a fee-only financial advisor at McLaughlin Asset Management in Lafayette, Indiana, who holds the CFP credential. James 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 | Lafayette, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $176.1M across 319 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 7011432 |
| Exams passed | Series 65 (2019) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.maminvesting.com |
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Questions about James
Is James Pechin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, McLaughlin Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Pechin based?
James Pechin is based in Lafayette, Indiana.
What does James specialize in?
James's specialties include estate & legacy planning, retirement planning, small business owners and family wealth transfer. James works with ultra high net worth.
What credentials does James Pechin hold?
James Pechin holds the CFP credential.
Is James Pechin registered with the SEC?
Yes. James Pechin is registered as an investment adviser representative in IN (CRD 7011432), 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 James Pechin?
Through James'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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