Andrew Mcvay is a CFP-designated registered investment advisor at Avalon Financial Advisors, based in Laguna Hills, CA, with 2 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Special Needs Planning, and 1 more. Their firm serves 3 clients with $3.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avalon Financial Advisors offers ongoing investment management services for an annual fixed fee, paid quarterly. The minimum annual fee is $5,000. The final fee depends on the scope of services, total investable assets, complexity of the client's financial situation, and the number of meetings expected per year. Fees may be negotiable.
Contact
Andrew Mcvay
Location
23272 Mill Creek Dr, Ste 205, Laguna Hills, CA, 92653
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a partner at McVay Tax & Financial, LLC, along with his spouse, since 2011. He spends nearly full-time providing tax preparation, non-investment related financial advice, and administrative services.
Employment History
Current Registrations
Avalon Financial Advisors
State Registrations1 state
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
Additional Information
With over 20 years of corporate finance experience, our founder, Andy McVay, puts his financial knowledge and experience to work for you.