River Raisin Investment Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Schwallier Wealth Management (Fee-Only FiduciaryAdvisors LLC) serves individual and high-net-worth clients as well as corporate retirement plans, offering portfolio management, financial planning, institutional retirement advisory services, participant account management, and employee education. The firm provides both AUM-based portfolio management and fixed-fee or hourly financial planning options, and also works with retirement plan sponsors on investment policy development and vendor selection.
The firm takes an individualized asset-allocation approach, typically relying on exchange-traded funds and a mix of fundamental, technical, and tactical analysis, and it documents plan processes such as benchmarking and monitoring for ERISA-covered plans. Clients receive periodic reviews (at least annually for managed accounts and quarterly reporting from custodians), and participant accounts connected to a third‑party platform are reviewed at least quarterly for rebalancing and fee management.
What is distinctive is the firm’s role in participant-level services: it uses a third‑party platform to provide discretionary management of held-away defined contribution participant accounts while avoiding custody, and it actively provides vendor searches and benchmarking for institutional plans. The brochure also discloses that the firm generally does not accept household relationships below $500,000 and that it receives platform and vendor-related benefits (for example, LPL transition assistance and conditional access to Riskalyze tied to Invesco fund holdings), conflicts the firm says it discloses and manages.
Client services
Expertise
Fee options
Fixed fees for financial planning services from $20 to $2,500 monthly for ongoing engagements, up to $5,000 one-time planning fees, and employee education fees from $2,500 to $50,000.
$500,000 - $2,500,000: 1.00% annually flat rate on entire account balance $2,500,001 - $5,000,000: 0.90% annually flat rate on entire account balance $5,000,001 - $10,000,000: 0.80% annually flat rate on entire account balance $10,000,001 - Negotiable: Negotiable rate for assets above $10,000,000
Up to $500/hour for hourly financial planning services.
Ongoing financial planning monthly fees range from $20 to $2,500 paid in advance each month.
Account minimum: $500,000 Minimum fee: Minimum fee of $5,000 per client for portfolio management services. Fee-only: Fixed fee financial planning ranging from $20 to $2,500 monthly for ongoing plans, one-time planning fees up to $5,000, and hourly fees up to $500/hour.
Main office
230 W Front St
Monroe MI 48161
Advisors at this office
2
Most active in
Michigan · Ohio
Also doing business as
River Raisin Investment Partners, Inc. · River Raisin Investment Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Adam M
Series 63, Series 65
Monroe, MI
River Raisin Investment Partners, Inc.
Adam McLaughlin is a financial advisor with River Raisin Investment Partners, Inc. in Monroe, MI, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He worked at LPL Financial for 10 years prior to joining his current firm in 2019. He serves as an alternate board member for the Monroe Charter Township Zoning Board of Appeals. River Raisin Investment Partners serves individual and high-net-worth clients, offering portfolio management and financial planning with an individualized asset-allocation approach that typically involves exchange-traded funds and a mix of fundamental, technical, and tactical analysis.
Scott B
Series 63, Series 66
Monroe, MI
River Raisin Investment Partners, Inc.
Scott Burns is a financial advisor at River Raisin Investment Partners, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Fifth Third Securities. Outside of his advisory role, Burns is an owner of PIN SEEKERS, LLC, a non-investment related business. River Raisin Investment Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a range of investment strategies using ETFs, mutual funds, equities, fixed income, and other securities, with accounts reviewed regularly to align with clients’ objectives and risk tolerance.
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