Joshua Purdy
McClarren Financial Advisors · State College, Pennsylvania
Joshua Purdy is a fee-only financial advisor at McClarren Financial Advisors in State College, Pennsylvania, who holds the CFP credential. Joshua charges an ongoing planning fee and focuses on retirement planning.
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Specialties
Facts
| Firm | McClarren Financial Advisors |
|---|---|
| Based in | State College, 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 7097877 |
| Exams passed | Series 65 (2019) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.mcclarren.com |
How Joshua'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 Joshua
Is Joshua Purdy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua 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 Joshua charge for financial advice?
Joshua charges an ongoing planning fee.
Where is Joshua Purdy based?
Joshua Purdy is based in State College, Pennsylvania.
What does Joshua specialize in?
Joshua's specialties include retirement planning.
What credentials does Joshua Purdy hold?
Joshua Purdy holds the CFP credential.
Is Joshua Purdy registered with the SEC?
Yes. Joshua Purdy is registered as an investment adviser representative in PA (CRD 7097877), 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 Joshua Purdy?
Through Joshua'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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