James G. McClellan CPA fees
Financial planner in Sugar Land, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 14, 2026, James G. McClellan CPA (Sugar Land, TX) charges up to $150 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change.
- Hourly rate
- Up to $150/hr
Capped at $150, at or below the Texas median of $250.
“In some cases the advisor gives the option to the client an hourly fee up to $150 per hour for financial planning and investment advice.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CPA
- Team size
- Solo practice (one employee)
- Registered since
- 1997 (29 years)
How James G. McClellan CPA bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is usually paid quarterly in advance, at the beginning of each quarter, and are time weighted for deposits and withdrawals to the account(s) during the fee billing period.”
- “Some accounts are paid annually in arrears at the discretion of the client with agreeement with the advisor.”
- “For a client or an account that have quarterly billing of my fees, the fees are paid in advance unless the client contract provides for the fees to be paid in arrears.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 7
- Works with
- Individuals, high net worth individuals, charities, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $34.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 14, 2026
- CRD number
- 114230 (opens in new tab)
- Phone
- (281) 240-0330
Other planners in Sugar Land that publish fees
- Angelus Wealth, LLCSugar LandHourly $250/hr, Flat $3,000
- Collins Wealth ManagementSugar LandFlat $300-$2,000, Monthly $125-$500/mo
- Domani Investments Inc.Sugar LandFlat $100-$250
- Kings Path Partners LLCSugar LandHourly $75-$450/hr
- WJ Interests, LLCSugar LandAnnual $5,000/yr
More planners in Texas that publish fees
- Gatens Financial, LLCDallasHourly $350/hr
- Kingsbury Financial Management, Inc.SeabrookHourly $150/hr
- Richard P. Slaughter Associates, Inc.AustinHourly $225/hr
- Oh Cap Asset ManagementFriscoFlat $1,000-$3,000
- Ridley Wealth ManagementRound RockFlat $3,000-$10,000
- Retire With SwanNorthlakeHourly $200-$500/hr, Flat $1,000-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.