Advisor at Calvert Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Calvert Wealth Management, Inc.
Location
Dunkirk, MD 20754
Credentials
Series 65
Industry experience
9 years
Kelly Sheahan is a financial advisor at Calvert Wealth Management, Inc. in Dunkirk, MD, holding a Series 65 designation with nine years of industry experience. She has been with Calvert Wealth Management since 2012. Calvert Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering discretionary portfolio management alongside wealth planning and financial consulting. The firm emphasizes asset allocation over market timing and maintains diversified, risk-based portfolios with regular reviews.
Based on Calvert Wealth Management, Inc.
Based on Calvert Wealth Management, Inc.
$0 - $1,999,999: 1.10% $2,000,000 - $5,000,000: 1.00% $5,000,001 - $7,000,000: 0.60% $7,000,001+: 0.50% $0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.40% $3,000,001 - $4,000,000: 0.35% $4,000,001 - $5,000,000: 0.25% $5,000,001 - $10,000,000: 0.20% $10,000,001 - $25,000,000: 0.15% $25,000,001 - $50,000,000: 0.10% $50,000,001+: 0.05%
$300 per hour for Financial Planning and Consulting Services
Minimum fee: Minimum cost for preparing a Financial Plan is $2,500 Fee-only: Hourly consulting services at $300 per hour
3175 West Ward Rd., Suite 120
Dunkirk, MD 20754
Maryland
Calvert Wealth Management, Inc.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63, Series 65
Owings, MD
Ball Wealth Management LLC
CFP®, Series 63, Series 65
Upper Marlboro, MD
Harris and Harris Wealth Management Group, LLC
Series 65
Upper Marlboro, MD
Legacy Investing & Wealth Management LLC
CFP®
Upper Marlboro, MD
YGC Wealth
Rianka R. Dorsainvil, CFP®, is a dynamic leader and the visionary Founder and Senior Wealth Advisor at YGC Wealth, an inclusive, culturally competent and technology-forward financial planning firm. She has been celebrated as a top financial advisor for multiple consecutive years by Investopedia (most recently in 2023) and Washingtonian Magazine (most recently in 2024), as well as recognized by NerdWallet as a Black Financial Influencer to follow. Rianka is a recognized leader whose expertise is sought after both nationally and internationally. As a mother of two and an established leader, Rianka recently relaunched the firm as YGC Wealth, nodding to her roots while marking a new era of growth and service. The name YGC Wealth is both a homage to our original ethos and a representation of her evolution into a full-spectrum wealth management firm. Her approach to financial planning, deeply rooted in the empowerment of first-generation wealth-builders, transforms financial well-being into a cornerstone of personal achievement. As a past national president of the Financial Planning Association (FPA) NexGen community, Rianka has played a pivotal role in shaping the future of financial planning. Her influence extends through her active roles in CNBC's Digital Financial Advisor Council and the CFP Board’s Diversity Advisory Group. Her thought leadership has been featured across top media outlets including PBS NewsHour, Forbes, and CNBC, and she has been honored as a rising star by Investment News and one of Wealth Management’s Ten to Watch. Rianka’s commitment to diversity, equity, and inclusion in finance is unwavering. She believes that financial success should be accessible to all and that understanding and integrating one’s money culture is key to achieving sustainable financial balance. Through YGC Wealth, she continues to guide clients toward financial strategies that not only accumulate wealth but also foster a lasting, impactful legacy.
Series 65
Owings, MD
WD Financial Solutions
Series 63, Series 65
Dunkirk, MD
Calvert Wealth Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")