Ruby Weidler
McClarren Financial Advisors · State College, Pennsylvania
Ruby Weidler is a fee-only financial advisor at McClarren Financial Advisors in State College, Pennsylvania, who holds the CFP credential. Ruby charges an ongoing planning fee and focuses on retirement planning.
Request an introduction to Ruby →
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 7853691 |
| Exams passed | Series 65 (2023) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.mcclarren.com |
How Ruby's firm compares
- McClarren Financial Advisors's average account is about $264,000, from its Form ADV (assets managed divided by 1,719 accounts).
Request an introduction to Ruby
Tell Ruby a little about what you're looking for. Ruby isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ruby
Is Ruby Weidler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ruby 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 Ruby charge for financial advice?
Ruby charges an ongoing planning fee.
Where is Ruby Weidler based?
Ruby Weidler is based in State College, Pennsylvania.
What does Ruby specialize in?
Ruby's specialties include retirement planning.
What credentials does Ruby Weidler hold?
Ruby Weidler holds the CFP credential.
Is Ruby Weidler registered with the SEC?
Yes. Ruby Weidler is registered as an investment adviser representative in PA (CRD 7853691), 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 Ruby Weidler?
Through Ruby'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.
See something wrong? Request a correction. Read our methodology.