McClarren Financial Advisors offers comprehensive financial planning and investment advisory services. They distinguish themselves by providing services to meet investment needs, as well as tax, estate planning, risk management, retirement planning, and business development needs. Investment management is performed on a discretionary basis.
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.
