# Hailee OKeefe-MacDonald

> Hailee OKeefe-MacDonald is a fee-only financial advisor at Clarendon Private in Boston, Massachusetts, who holds the CFP credential. Clarendon Private reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Clarendon Private
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $352.1M across 231 accounts
- **Credentials:** CFP
- **CRD:** 8323489 (https://adviserinfo.sec.gov/individual/summary/8323489)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.clarendonprivate.com

## Frequently asked questions

### Is Hailee OKeefe-MacDonald a fee-only financial advisor?

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

### How does Hailee charge for financial advice?

Hailee's firm, Clarendon Private, reports charging a percentage of assets on its SEC Form ADV.

### Where is Hailee OKeefe-MacDonald based?

Hailee OKeefe-MacDonald is based in Boston, Massachusetts.

### What credentials does Hailee OKeefe-MacDonald hold?

Hailee OKeefe-MacDonald holds the CFP credential.

### Is Hailee OKeefe-MacDonald registered with the SEC?

Yes. Hailee OKeefe-MacDonald is registered as an investment adviser representative in MA (CRD 8323489), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clarendon Private manage?

Clarendon Private reports $352.1M across 231 accounts in assets under management.

### How do I contact Hailee OKeefe-MacDonald?

Through Hailee's website, www.clarendonprivate.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8323489): 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.