Firm
Douglas A. Mcclennen IA
East Harwich, Massachusetts
Fee-only
Douglas A. Mcclennen IA at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 29 individual clients, 13 of them high net worth.
- Its average account is about $5.2 million (assets it manages divided by its 15 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | East Harwich, Massachusetts |
|---|---|
| Website | the-wise-investor.com |
| Phone | (508) 237-2316 |
Douglas A. Mcclennen IA fees
Douglas A. Mcclennen IA doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly |
|---|---|
| Assets managed | $78 million |
| Individual clients | 16 |
| High-net-worth clients | 13 |
| Accounts managed | 15 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-72057) |
| Financial planning | Offered |
| Form ADV filed | August 7, 2023 |
| SEC record | CRD 142602 |