Douglas McClennen
Douglas A. Mcclennen IA · East Harwich, Massachusetts
Douglas McClennen is a fee-only financial advisor at Douglas A. Mcclennen IA in East Harwich, Massachusetts. Douglas A. Mcclennen IA reports charging hourly fees on its Form ADV.
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Facts
| Firm | Douglas A. Mcclennen IA |
|---|---|
| Based in | East Harwich, Massachusetts |
| Fee model (firm's Form ADV) | Hourly |
| Assets under management | $78.2M across 15 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5263610 |
| Exams passed | Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.the-wise-investor.com |
How Douglas's firm compares
- Douglas A. Mcclennen IA's average account is about $5.2 million, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Douglas
Is Douglas McClennen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Douglas A. Mcclennen IA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Douglas charge for financial advice?
Douglas's firm, Douglas A. Mcclennen IA, reports charging hourly fees on its SEC Form ADV.
Where is Douglas McClennen based?
Douglas McClennen is based in East Harwich, Massachusetts.
Is Douglas McClennen registered with the SEC?
Yes. Douglas McClennen is registered as an investment adviser representative in MA (CRD 5263610), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Douglas A. Mcclennen IA manage?
Douglas A. Mcclennen IA reports $78.2M across 15 accounts in assets under management.
How do I contact Douglas McClennen?
Through Douglas's website, www.the-wise-investor.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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