Mcclarren Financial Advisors fees and pricing
Financial planner in State College, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Mcclarren Financial Advisors charges an annual fee of $5,000-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $5,000-$100,000/yr
“Fees for the Initial Year of Standard Retainer range from: $5,000 - $100,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mcclarren Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are calculated annually and payable every four months, in advance.”
How Mcclarren Financial Advisors’ fees compare
- Its annual fee of $5,000-$100,000 spans the Pennsylvania median of $6,000. 97% of the 74 other Pennsylvania planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Mcclarren Financial Advisors
“McClarren Financial Advisors, Inc. (“MFA”, “McClarren Financial Advisors” or “Advisor”) is a feeonly holistic financial planning firm that specializes in providing holistic financial planning and investment advisory services to individuals and families.”
- Firm size: 9 employees.
- Credentials named in the brochure: CFP® and EA.
- Founded: 1999 (27 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 267
- Employees
- 9
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $453,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 122147
- Phone
- (814) 235-1940
Can advise clients in 3 states: Louisiana, Pennsylvania, Texas
Other planners in State College that publish fees
- Invested AdvisorsState College$250-$500/hr, $1,000-$5,000
- Phelps Financial AdvisorsState College$200/hr, $1,200-$3,600
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.