Alvin Clay
Alvin Clay Financial Advisors · Jenkintown, Pennsylvania
Alvin Clay is a fee-only financial advisor at Alvin Clay Financial Advisors in Jenkintown, Pennsylvania, who holds the CFP and PFS credentials. Alvin Clay Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Alvin Clay Financial Advisors |
|---|---|
| Based in | Jenkintown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $186.6M across 446 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in PA · CRD 4367613 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.alvinclay.com |
How Alvin's firm compares
- Alvin Clay Financial Advisors's average account is about $418,000, from its Form ADV (assets managed divided by 446 accounts).
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Questions about Alvin
Is Alvin Clay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alvin holds no broker registration, and Alvin Clay Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alvin charge for financial advice?
Alvin's firm, Alvin Clay Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alvin Clay based?
Alvin Clay is based in Jenkintown, Pennsylvania.
What credentials does Alvin Clay hold?
Alvin Clay holds the CFP and PFS credentials.
Is Alvin Clay registered with the SEC?
Yes. Alvin Clay is registered as an investment adviser representative in PA (CRD 4367613), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alvin Clay Financial Advisors manage?
Alvin Clay Financial Advisors reports $186.6M across 446 accounts in assets under management.
How do I contact Alvin Clay?
Through Alvin's website, www.alvinclay.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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