Patrick McGinn
Retirement Resources Investment · Andover, Massachusetts
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.
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Facts
| Firm | Retirement Resources Investment |
|---|---|
| Based in | Andover, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $2.44B across 299 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, TX · CRD 2547975 |
| Exams passed | Series 63 (1994) · Series 66 (2007) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.retirewithmore.com |
| Profile |
How Patrick's firm compares
- Retirement Resources Investment's average account is about $8.2 million, from its Form ADV (assets managed divided by 299 accounts).
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Questions about Patrick
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.
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
- 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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