# Patrick McGinn

> Patrick McGinn is a fee-only financial advisor at Retirement Resources Investment in Andover, Massachusetts, who holds the CFA credential. Retirement Resources Investment reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-mcginn/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Retirement Resources Investment
- **Based in:** Andover, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $2.44B across 299 accounts
- **Credentials:** CFA
- **CRD:** 2547975 (https://adviserinfo.sec.gov/individual/summary/2547975)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 63 (1994), Series 66 (2007)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.retirewithmore.com

## Frequently asked questions

### Is Patrick McGinn a fee-only financial advisor?

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

### How does Patrick charge for financial advice?

Patrick's firm, Retirement Resources Investment, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Patrick McGinn based?

Patrick McGinn is based in Andover, Massachusetts.

### What credentials does Patrick McGinn hold?

Patrick McGinn holds the CFA credential.

### Is Patrick McGinn registered with the SEC?

Yes. Patrick McGinn is registered as an investment adviser representative in MA and TX (CRD 2547975), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Retirement Resources Investment manage?

Retirement Resources Investment reports $2.44B across 299 accounts in assets under management.

### How do I contact Patrick McGinn?

Through Patrick's website, www.retirewithmore.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2547975): 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

---

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