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- Custodian
- Transamerica ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-25-2008
- Office Locations
- 1
Office Locations
About Avalon Financial Advisors
Avalon Financial Advisors is a fee-only, fiduciary planning and investment/wealth management firm in Laguna Hills, CA serving individuals, families, and small businesses in Orange County. The team provides comprehensive planning including retirement, estate, and tax planning, plus family office support, 401(k) rollovers, IRA conversions, and guidance for sudden wealth. For businesses, it offers consulting from benefits and 401(k) plan selection to interim CFO, M&A, and restructuring support. Not commission-based; affiliated with NAPFA/FPA.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANDREW PHILLIP MCVAY
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #5565646
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,107,889 | -- |
| Total | $4,107,889 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,107,889
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,579,003,911 | 18.7% |
| Cash | $2,440,278,771 | 28.9% |
| Private Funds | $4,424,588,498 | 52.4% |
| Total | $8,443,871,180 | 100.0% |