Gregory Reeder is a CFP-designated registered investment advisor at Mcclarren Financial Advisors, based in State College, PA, with 11 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 267 clients with $450M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
McClarren Financial Advisors offers a Standard Retainer, which provides comprehensive financial planning for a fixed annual fee ranging from $5,000 to $100,000. The fee covers scheduled meetings (three or four in the initial year, two or three in renewal years) and additional consultations via email or phone. Services include tax preparation and planning, insurance review, asset inventory, financial goal analysis, portfolio analysis, asset allocation strategy development, investment recommendations, retirement planning, and estate plan reviews.
Contact
Gregory Reeder
Location
270 Walker Drive, #200, State College, PA, 16801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mcclarren Financial Advisors
State Registrations1 state
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