Alexis Cunningham is a CFP-designated registered investment advisor at Mcclarren Financial Advisors, based in St. Mary's, PA, with 5 years of industry experience. Alexis 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
St. Mary's, PA
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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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