DC
DC

Donald James Clements

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
6,827 clients
Average Client Portfolio
$582K average
Assets Under Management
$4.0B

Fee Structure

Financial Planning:Included in AUM fee
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Location

2820 Dallas Parkway, Plano, TX, 75093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Donald works as a set design specialist for Saint George Music Theater since January 2021. This activity, which is not investment-related, takes about 10-20% of his time.

Employment History
Current Registrations
Retirement Planners of America
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Financial Engines Advisors L.L.C.
January 2017 - February 2023 · 6 yrs 1 mo
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.