James McClellan
James G. Mcclellan CPA · Sugar Land, Texas
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.
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Facts
| Firm | James G. Mcclellan CPA |
|---|---|
| Based in | Sugar Land, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $34.4M across 9 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2835069 |
| Exams passed | Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How James's firm compares
- James G. Mcclellan CPA's average account is about $3.8 million, from its Form ADV (assets managed divided by 9 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sugar Land
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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