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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-05-2014
- Office Locations
- 2
Office Locations
About Mcclarren Financial Advisors
McClarren Financial Advisors is a fee-only RIA providing comprehensive personal financial planning and investment guidance, spanning tax planning (including tax preparation and audit representation), retirement and college planning, insurance analysis, and estate planning. Based in State College with a Harrisburg office, the team includes CFP professionals and IRS Enrolled Agents, with a coaching-oriented approach that includes financial therapy training. Custody includes Schwab and Fidelity.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Brandon Keith Redmond
ADVISOR, Financial Advisor, Partner, VICE PRESIDENT
- CRD
- #6747853
- Ownership
- 25% but less than 50%
GREGORY ALAN REEDER
Financial Advisor, Owner, President
- CRD
- #6302392
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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DINA ROBIN ROAN
Advisor
- CRD
- #3071371
Ruby Mae Weidler
Financial Advisor
- CRD
- #7853691
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $403,000,000 | $242,188 |
| Non-Discretionary | $50,000,000 | $909,091 |
| Total | $453,000,000 | $263,525 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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