Hannah O'Loughlin
Clelland & Company · Littleton, Colorado
Hannah O'Loughlin is a fee-only financial advisor at Clelland & Company in Littleton, Colorado, who holds the CFA credential. Clelland & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Clelland & Company |
|---|---|
| Based in | Littleton, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $465.7M across 325 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, CO · CRD 4281239 |
| Exams passed | Series 65 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.clelland.com |
How Hannah's firm compares
- Clelland & Company's average account is about $1.4 million, from its Form ADV (assets managed divided by 325 accounts).
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Questions about Hannah
Is Hannah O'Loughlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hannah holds no broker registration, and Clelland & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hannah charge for financial advice?
Hannah's firm, Clelland & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Hannah O'Loughlin based?
Hannah O'Loughlin is based in Littleton, Colorado.
What credentials does Hannah O'Loughlin hold?
Hannah O'Loughlin holds the CFA credential.
Is Hannah O'Loughlin registered with the SEC?
Yes. Hannah O'Loughlin is registered as an investment adviser representative in CA and CO (CRD 4281239), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clelland & Company manage?
Clelland & Company reports $465.7M across 325 accounts in assets under management.
How do I contact Hannah O'Loughlin?
Through Hannah's website, www.clelland.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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