Clifford Downie
Downie Financial Group · Mission Viejo, California
Clifford Downie is a fee-only financial advisor at Downie Financial Group in Mission Viejo, California. Downie Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Downie Financial Group |
|---|---|
| Based in | Mission Viejo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $35.7M across 344 accounts |
| SEC registration | Investment adviser representative in AZ, CA, TX · CRD 4834939 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cliffdownie.com |
| Profile |
How Clifford's firm compares
- Downie Financial Group's average account is about $104,000, from its Form ADV (assets managed divided by 344 accounts).
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Questions about Clifford
Is Clifford Downie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clifford holds no broker registration, and Downie Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clifford charge for financial advice?
Clifford's firm, Downie Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Clifford Downie based?
Clifford Downie is based in Mission Viejo, California.
Is Clifford Downie registered with the SEC?
Yes. Clifford Downie is registered as an investment adviser representative in AZ, CA and TX (CRD 4834939), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Downie Financial Group manage?
Downie Financial Group reports $35.7M across 344 accounts in assets under management.
How do I contact Clifford Downie?
Through Clifford's website, cliffdownie.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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