Mcclarren Financial Advisors, Inc.
- Regulatory AUM
- $453M
- Discretionary
- $403M
- Clients
- 267
- Avg AUM / client
- $1.7M
- Accounts
- 1,719
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Apr 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 108 | $62.6M | 13.8% |
| High net worth individuals | 159 | $390M | 86.2% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mcclarren, Jeffrey, Lee | Emeritus Advisor | Jul 1999 (27y) | 10% – 25% | |
| Gregory Alan Reeder | President / Financial Advisor | CFP | Sep 2014 (12y) | 25% – 50% |
| Jennifer Michelle Anderson | Cfo / Chief Compliance Officer | Feb 2015 (11y) | 10% – 25% | |
| Brandon Keith Redmond | Vice President / Advisor | CFP | Feb 2017 (10y) | 25% – 50% |
| Joshua Kyle Purdy | Advisor | CFP | May 2019 (7y) | 5% – 10% |
| Alexis Nichole Cunningham | Registered representative | CFP | Sep 2021 (5y) | |
| Ruby Mae Weidler | Registered representative | CFP | Jan 2024 (3y) | |
| Dina Robin Roan | Registered representative | Dec 2024 (2y) | ||
| Kyle Wade Zentner | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 936 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $238M (53% of AUM) Apr 2026
- Fidelity Distributors Company Llc $149M (33% of AUM) Apr 2026
- Tiaa Cref Individual & Institutional Services, Llc $66.0M (15% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗