Brandon Redmond is a CFP-designated registered investment advisor at Mcclarren Financial Advisors, based in State College, PA, with 9 years of industry experience. Brandon 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.
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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Brandon works part-time in the concessions department of the Intercollegiate athletics program at The Pennsylvania State University since 2012, supervising volunteers at athletic events. This takes a few hours per week and does not overlap with his financial advisor duties.
Employment History
Current Registrations
Mcclarren Financial Advisors
State Registrations2 states
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