# Avalon Financial Advisors

> Avalon Financial Advisors is a state-registered investment advisory firm in Laguna Hills, CA, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 7, 2026.

- CRD: 147097
- Filed as: AVALON FINANCIAL ADVISORS
- Legal name: McVay, Andrew Phillip
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Laguna Hills, CA
- Filing period: October 2026
- Form ADV filing dated: March 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147097
- AdvisorCensus page: https://advisorcensus.com/firm/avalon-financial-advisors-laguna-hills-ca-147097

## Quick answers

**How is Avalon Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Avalon Financial Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Avalon Financial Advisors located?**
Avalon Financial Advisors' principal office is in Laguna Hills, CA, according to its Form ADV.

**Is Avalon Financial Advisors registered with the SEC or a state?**
Avalon Financial Advisors is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147097.

**How much does Avalon Financial Advisors manage?**
Avalon Financial Advisors reports $4,107,889 in regulatory assets under management in its Form ADV filing dated March 7, 2026 (0% discretionary).

**What types of clients does Avalon Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (2); individuals (other than high net worth individuals) (1).

**Does Avalon Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147097

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,107,889
- Discretionary: $0
- Non-discretionary: $4,107,889

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $208,267 |
| High net worth individuals | 2 | $3,899,622 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- avalonfa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avalon Financial Advisors (CRD 147097): Form ADV filing data as of October 2026.