# James McClellan

> James McClellan is a fee-only financial advisor at James G. Mcclellan CPA in Sugar Land, Texas, who holds the CFP credential. James G. Mcclellan CPA reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** James G. Mcclellan CPA
- **Based in:** Sugar Land, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $34.4M across 9 accounts
- **Credentials:** CFP
- **CRD:** 2835069 (https://adviserinfo.sec.gov/individual/summary/2835069)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (1996)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is James McClellan a fee-only financial advisor?

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

### How does James charge for financial advice?

James's firm, James G. Mcclellan CPA, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is James McClellan based?

James McClellan is based in Sugar Land, Texas.

### What credentials does James McClellan hold?

James McClellan holds the CFP credential.

### Is James McClellan registered with the SEC?

Yes. James McClellan is registered as an investment adviser representative in TX (CRD 2835069), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does James G. Mcclellan CPA manage?

James G. Mcclellan CPA reports $34.4M across 9 accounts in assets under management.

### How do I contact James McClellan?

Contact details aren't on file yet. Search for James G. Mcclellan CPA.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2835069): 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.