Douglas A. Mcclennen Ia fees and pricing

Financial planner in Harwich, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 21, 2019, Douglas A. Mcclennen Ia charges $75 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 21, 2019. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $75/hr; “Investment Advisor Administrative Assistant $275.00/hour $ 75.00/hour Clients are billed directly in 15 minute increments after the first hour on a quarterly basis.”

Payment and refund terms, quoted from the fee section of the brochure.

Its hourly rate of $75 is below the Massachusetts median of $300. None of the 183 other Massachusetts planners that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2007 (19 years).

How the firm is paid: Hourly fees
Charges a % of assets: No
Clients: 29
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, and educational seminars and workshops
Assets managed: $78,200,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 142602
Website: the-wise-investor.com (opens in new tab)
Phone: (508) 237-2316

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