Clelan and Company
Clelan and Company is a privately held, fee-based independent financial advisory firm in Camp Hill, Pennsylvania serving near-retirees and retirees with $500,000+ in investable assets, delivering comprehensive financial planning, retirement income, investment, estate, and tax advisory services through Cetera Wealth Services and Vicus Capital Inc.
- Company typePrivate
- Founded1994
- HeadquartersCamp Hill, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Clelan and Company does
Clelan and Company is a privately held, family-owned financial advisory firm headquartered in Camp Hill, Pennsylvania, with a secondary presence in Fort Worth, Texas. Founded by Doug and Denise Clelan, the firm has operated for over 30 years under co-ownership that now includes Andrew Kern. It serves near-retirees and retirees with $500,000 or more in investable assets, as well as a secondary segment of business owners and professionals seeking complex retirement program design, business succession planning, and customized investment programs. The firm positions itself as a fee-based independent planner that searches the marketplace on behalf of clients rather than pushing proprietary products.
The firm's core offerings are bundled as Comprehensive Financial Planning, with discrete services including Retirement Income Planning, Investment Management, Estate Planning Support, Tax Planning, and Qualified Retirement Plan Services, plus the proprietary framing of an Integrated Success Strategy methodology and a Seamless Stewardship estate transition tool. Technology is not proprietary: the firm relies on the eMAPlan wealth management portal and a client center that links to third-party custodians, fund families, insurance carriers, and research providers such as Morningstar. There are no APIs, no AI/ML features, and no software product sold to third parties.
Clelan earns revenue through a combination of fee-based financial planning and asset-based advisory fees routed through Vicus Capital Inc. (a federally registered investment advisor), and transaction-based securities commissions routed through Cetera Wealth Services, LLC. Go-to-market is relationship-led: referrals, educational seminars, newsletters, video content, and FINRA BrokerCheck verification serve as the primary acquisition channels. The firm does not disclose pricing, AUM, headcount beyond the 1-10 band, or revenue.
Clelan and Company firmographics
Firmographics- Name
- Clelan and Company
- Legal name
- Clelan and Company
- Website
- https://clelan.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Clelan and Company is a privately held, fee-based independent financial advisory firm in Camp Hill, Pennsylvania serving near-retirees and retirees with $500,000+ in investable assets, delivering comprehensive financial planning, retirement income, investment, estate, and tax advisory services through Cetera Wealth Services and Vicus Capital Inc.
- Ownership category
- akta.pro rank
Clelan and Company industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Clelan and Company is headquartered
LocationHeadquarters
- HQ city
- Camp Hill
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Clelan and Company business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-Based Financial Planning: The firm operates as fee-based independent planners, offering comprehensive financial planning services. They search the marketplace for solutions most appropriate for each client.
- Securities Brokerage: Securities offered through Registered Representatives of Cetera Wealth Services, LLC, member FINRA and SIPC. Individuals affiliated with this broker/dealer firm may be Registered Representatives who receive transaction-based compensation (commissions) or Investment Adviser Representatives who receive fees based on assets.
- Investment Advisory Services: Advisory Services and Financial Planning offered through Vicus Capital Inc., a Federally Registered Investment Advisor.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Minimum investable assets threshold of $500,000 |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels8 records
Clelan and Company product offering
Product offeringCore offering
Clelan and Company is a fee-based independent financial advisory firm that delivers comprehensive financial planning, retirement income planning, investment management, estate planning support, tax planning, and qualified retirement plan fiduciary services. The firm primarily serves high-net-worth individuals nearing or in retirement with $500,000+ in investable assets, along with business owners and professionals needing business succession planning and retirement program design. Services are delivered through direct advisor-client relationships, supported by an online wealth management portal (eMAPlan), educational content, and seminars.
Product overview
Clelan and Company is a fee-based independent financial advisory firm offering comprehensive financial planning services as a unified practice rather than a modular software platform. The core offering centers on personalized financial planning, retirement income planning, and investment management services delivered through experienced advisors. The firm provides integrated planning that combines retirement planning, investment management, estate planning support, tax planning, and qualified retirement plan services. Client access is facilitated through a Wealth Management Client Portal, while educational resources including video series, newsletters, and seminars supplement the advisory services. The Seamless Stewardship tool supports estate transition planning. The firm does not offer a technology product with integrations, APIs, or AI capabilities; rather, it provides human-delivered financial advisory services enhanced by third-party account access tools for client convenience.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Financial Planning Integrated financial planning service covering retirement planning, investment management, tax analysis, estate planning, and insurance analysis, tailored to each client's goals and circumstances. Intended for individuals nearing or in retirement and business owners seeking holistic financial guidance.
- Retirement Income Planning Specialized planning for clients transitioning to or already in retirement, focusing on income distribution strategies, Social Security optimization, Medicare planning, and ensuring assets last throughout retirement. For pre-retirees and retirees seeking financial confidence.
- Investment Management Customized investment strategies and portfolio management services, including asset allocation (such as 60/40 strategy implementation) and integration with clients' existing retirement accounts. For individuals and business owners with investable assets.
- Estate Planning Support Coordination and planning for estate transfer issues, including IRA inheritance strategies, charitable giving techniques, and legacy planning through tools such as Donor-Advised Funds. For clients seeking to transition wealth to beneficiaries with minimal friction.
- Tax Planning Strategic tax planning services including Roth conversion analysis, tax-loss harvesting strategies, and coordination with clients' tax advisors to optimize after-tax retirement income. For individuals and households in the income distribution stage.
- Qualified Retirement Plan Services Fiduciary committee support and business professional assistance in the design and ongoing review of qualified retirement plans, including 401(k) consulting. For business owners and plan sponsors needing fiduciary plan support.
- Wealth Management Client Portal Secure online client portal providing 24/7 access to consolidated financial information, account dashboards, and links to third-party service providers through the eMAPlan/Vicus Capital platform. For existing advisory clients to view accounts and manage investments.
- Financial Planning Seminars Customized educational seminars offered to companies and groups on financial planning topics including retirement income, estate planning, college planning, and tax strategies. For businesses and community groups seeking financial education for employees or members.
Companies that use Clelan and Company
Customer profileSegments2 records
Ideal customer profiles2 records
Clelan and Company technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration38 records
Feature2 records
Clelan and Company partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Cetera Wealth Services, LLCcoreSecurities offered through Registered Representatives of Cetera Wealth Services, LLC, member FINRA and SIPC. Douglas R. Clelan and Liana Freeland are non-registered associates of Cetera Wealth Services, LLC. Cetera is under separate ownership from any other named entity. This is the primary brokerage relationship for securities transactions.
- Vicus Capital Inc.coreAdvisory Services and Financial Planning offered through Vicus Capital Inc., a Federally Registered Investment Advisor. All advisors are investment advisor representatives of Vicus Capital, Inc. The firm operates under the Vicus Capital RIA platform.
- eMAPlan (Wealth Management Platform)coreThird-party wealth management platform providing secure client access to accounts and financial information. Clients access their personal wealth management website through this platform.
- Aegis Retirement Strategies, LLCminorAffiliated company linked in the website footer, providing retirement strategies services complementing Clelan and Company's comprehensive financial planning approach.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Clelan and Company competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key highlights6 records
Customer concentration
Clelan and Company social profiles
Digital presenceClelan and Company financial estimates
Financial estimateRevenue estimate
Valuation estimate
Clelan and Company leadership team
Management profileNumber of profiles
Profiles9 records
Clelan and Company funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Clelan and Company M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Clelan and Company
What does Clelan and Company do?
Clelan and Company is a fee-based independent financial advisory firm that delivers comprehensive financial planning, retirement income planning, investment management, estate planning support, tax planning, and qualified retirement plan fiduciary services. The firm primarily serves high-net-worth individuals nearing or in retirement with $500,000+ in investable assets, along with business owners and professionals needing business succession planning and retirement program design. Services are delivered through direct advisor-client relationships, supported by an online wealth management portal (eMAPlan), educational content, and seminars.
Is Clelan and Company a public or private company?
Clelan and Company is a private company. It is classified as family owned and is currently operating.
When was Clelan and Company founded?
Clelan and Company was founded in 1994. It employs 1 to 10 people.
Where is Clelan and Company based?
Clelan and Company is headquartered in Camp Hill, United States, in the North America region.
How does Clelan and Company make money?
Three revenue lines are on record. Fee-Based Financial Planning is the primary driver. The others are securities Brokerage and investment Advisory Services.
Does Clelan and Company have an API?
No public API is recorded for Clelan and Company.
What industry is Clelan and Company in?
Clelan and Company's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 52394 and its SIC code is 6282.