McClarren Financial Advisors is a financial advisory firm established in 1999, providing holistic financial planning and investment management services primarily to individuals and families. The firm operates on an annual retainer fee structure rather than charging a percentage of your managed portfolio. Services cover comprehensive areas such as retirement planning, tax preparation and planning, estate plan reviews, investment management, insurance analysis, budgeting, cash flow management, and small business planning. McClarren Financial Advisors emphasizes a personalized approach tailored to each client's individual goals and financial situation, utilizing fundamental analysis and long-term investment strategies primarily through no-load mutual funds, exchange-traded funds, and individual bonds. The team includes multiple Certified Financial Planners and Enrolled Agents dedicated to providing advice aligned with your best interests.
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.
