McClarren Financial Advisors

McClarren Financial Advisors at a glance

• One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
• 8 advisors are listed here; 5 of 8 hold the CFP.
• Its Form ADV reports 9 employees and 267 individual clients, 159 of them high net worth.
• Its average account is about $264,000 (assets it manages divided by its 1,719 accounts).
• Its website says it's taking new clients.

Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania

Facts

McClarren Financial Advisors fees

McClarren Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (8)

• Alexis Cunningham

  CFP

• Brandon Redmond

  CFP

• Dina Roan

• Gregory Reeder

  CFP

• Jennifer Anderson

• Joshua Purdy

  CFP

• Kyle Zentner

• Ruby Weidler

  CFP