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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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 charges an annual retainer fee for ongoing comprehensive financial planning and investment management, ranging from $5,000 to $100,000 per year depending on the overall complexity of your financial situation and the time required.
What is included:
- Initial Year — 3 to 4 scheduled meetings covering topics such as tax preparation and planning, asset allocation strategies, retirement planning, portfolio analysis, budgeting, and estate plan reviews, alongside unlimited phone, email, and face-to-face consultations.
- Renewal Years — 2 to 3 scheduled meetings per year focusing on tax planning and preparation, investment reviews, asset rebalancing, and updated financial planning as requested.
Location
270 Walker Drive, #200, State College, PA, 16801
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Gregory Reeder, CFPMcclarren Financial Advisors
- Joshua Purdy, CFPMcclarren Financial Advisors
- Ruby Weidler, CFPMcclarren Financial Advisors
- Alexander Fratti, CFAFratti Investment Management
- William Martin, CFPMML Investors Services, LLC
- Nicholas Accordino, CFPJ. W. Cole Advisors, INC.