# Andrea McClelland

> Andrea McClelland is a fee-only financial advisor at Aegis Wealth in Bethesda, Maryland, who holds the CFP credential. Aegis Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/andrea-mcclelland/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Aegis Wealth
- **Based in:** Bethesda, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $744.1M across 516 accounts
- **Credentials:** CFP
- **CRD:** 7545055 (https://adviserinfo.sec.gov/individual/summary/7545055)
- **SEC registration:** Investment adviser representative in MD
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.aegiswealth.com

## Frequently asked questions

### Is Andrea McClelland a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrea holds no broker registration, and Aegis Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrea charge for financial advice?

Andrea's firm, Aegis Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Andrea McClelland based?

Andrea McClelland is based in Bethesda, Maryland.

### What credentials does Andrea McClelland hold?

Andrea McClelland holds the CFP credential.

### Is Andrea McClelland registered with the SEC?

Yes. Andrea McClelland is registered as an investment adviser representative in MD (CRD 7545055), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aegis Wealth manage?

Aegis Wealth reports $744.1M across 516 accounts in assets under management.

### How do I contact Andrea McClelland?

Through Andrea's website, www.aegiswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7545055): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.