Cole McClellan
Corus Family Wealth Advisors · Mckinney, Texas
Cole McClellan is a fee-only financial advisor at Corus Family Wealth Advisors in Mckinney, Texas. Cole focuses on estate & legacy planning, family wealth transfer and founders (pre-exit). Corus Family Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Corus Family Wealth Advisors |
|---|---|
| Based in | Mckinney, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $619.5M across 700 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6610173 |
| Exams passed | Series 65 (2021) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | coruswealth.com |
| Profile |
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Questions about Cole
Is Cole McClellan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cole holds no broker registration, and Corus Family Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cole charge for financial advice?
Cole's firm, Corus Family Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cole McClellan based?
Cole McClellan is based in Mckinney, Texas.
What does Cole specialize in?
Cole's specialties include estate & legacy planning, family wealth transfer, founders (pre-exit) and tax planning. Cole works with founders, ultra high net worth and multi-generational families.
Is Cole McClellan registered with the SEC?
Yes. Cole McClellan is registered as an investment adviser representative in TX (CRD 6610173), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Corus Family Wealth Advisors manage?
Corus Family Wealth Advisors reports $619.5M across 700 accounts in assets under management.
How do I contact Cole McClellan?
Through Cole's website, coruswealth.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
- Corus Family Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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