# Andrew McVay

> Andrew McVay is a fee-only financial advisor at Avalon Financial Advisors in Laguna Hills, California, who holds the CFP credential. Avalon Financial Advisors reports charging hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Avalon Financial Advisors
- **Based in:** Laguna Hills, California
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $4.1M across 3 accounts
- **Credentials:** CFP
- **CRD:** 5565646 (https://adviserinfo.sec.gov/individual/summary/5565646)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.avalonfa.com

## Frequently asked questions

### Is Andrew McVay a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Avalon Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew's firm, Avalon Financial Advisors, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Andrew McVay based?

Andrew McVay is based in Laguna Hills, California.

### What credentials does Andrew McVay hold?

Andrew McVay holds the CFP credential.

### Is Andrew McVay registered with the SEC?

Yes. Andrew McVay is registered as an investment adviser representative in CA (CRD 5565646), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Avalon Financial Advisors manage?

Avalon Financial Advisors reports $4.1M across 3 accounts in assets under management.

### How do I contact Andrew McVay?

Through Andrew's website, www.avalonfa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5565646): 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

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