Hailee OKeefe-MacDonald
Clarendon Private · Boston, Massachusetts
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.
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Facts
| Firm | Clarendon Private |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $352.1M across 231 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 8323489 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.clarendonprivate.com |
How Hailee's firm compares
- Clarendon Private's average account is about $1.5 million, from its Form ADV (assets managed divided by 231 accounts).
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Questions about Hailee
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.
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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