Fee-only adviser · Sugar Land, TX
James G. McClellan CPA
James G. McClellan CPA is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in Sugar Land, Texas. On its latest Form ADV, filed January 14, 2026, it reports $34M in regulatory assets under management and 7 individual clients. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas |
|---|---|
| Firm CRD number | 114230 |
| Office | 12926 Dairy Ashford RD Suite 100 Sugar Land, TX 77478 |
| Phone | (281) 240-0330 |
| Website | Not listed |
| Regulatory assets under management | $34M |
| Individual clients | 4 non-high-net-worth, 3 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 14, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Sugar Land
- RWM Capital, LLC $222M
- Sweetwater Financial Advisors, LLC $84M
- WJ Interests, LLC $634M
- Kings Path Partners LLC $1.5B
- Collins Wealth Management $3.6M
- Domani Investments Inc. $10M
See all 11 fee-only advisers in Sugar Land →
Nearby
- Stafford 1 firm
- Missouri City 1 firm
- Bellaire 3 firms
- Houston 157 firms
- Richmond 1 firm
- Katy 5 firms
- Pearland 2 firms
- Fulshear 1 firm
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