Alexis Cunningham
McClarren Financial Advisors · St. Mary'S, Pennsylvania
Alexis Cunningham is a fee-only financial advisor at McClarren Financial Advisors in St. Mary'S, Pennsylvania, who holds the CFP credential. Alexis charges an ongoing planning fee and focuses on retirement planning.
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Specialties
Facts
| Firm | McClarren Financial Advisors |
|---|---|
| Based in | St. Mary'S, Pennsylvania |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $453M across 1,719 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7391109 |
| Exams passed | Series 65 (2021) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.mcclarren.com |
How Alexis's firm compares
- McClarren Financial Advisors's average account is about $264,000, from its Form ADV (assets managed divided by 1,719 accounts).
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Questions about Alexis
Is Alexis Cunningham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexis holds no broker registration, and McClarren Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexis charge for financial advice?
Alexis charges an ongoing planning fee.
Where is Alexis Cunningham based?
Alexis Cunningham is based in St. Mary'S, Pennsylvania.
What does Alexis specialize in?
Alexis's specialties include retirement planning.
What credentials does Alexis Cunningham hold?
Alexis Cunningham holds the CFP credential.
Is Alexis Cunningham registered with the SEC?
Yes. Alexis Cunningham is registered as an investment adviser representative in PA (CRD 7391109), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does McClarren Financial Advisors manage?
McClarren Financial Advisors reports $453M across 1,719 accounts in assets under management.
How do I contact Alexis Cunningham?
Through Alexis's website, www.mcclarren.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
- McClarren Financial Advisors 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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