Andrew McVay
Avalon Financial Advisors · Laguna Hills, California
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.
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Facts
| Firm | Avalon Financial Advisors |
|---|---|
| Based in | Laguna Hills, California |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $4.1M across 3 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5565646 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.avalonfa.com |
How Andrew's firm compares
- Avalon Financial Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 3 accounts).
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Questions about Andrew
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.
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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