Advisor at Sea Clear Financial Planning, LLC
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Firm
Sea Clear Financial Planning, LLC
Location
Brielle, NJ 08730
Credentials
CFP®
Industry experience
14 years
Kelly Trageser is a CFP® professional with 14 years of experience in financial planning. She is the sole advisor at Sea Clear Financial Planning, LLC, an independent firm she has led since 2012 in Brielle, NJ. Sea Clear Financial Planning provides comprehensive financial planning and investment management primarily to individual and high-net-worth clients. The firm uses a third-party wealth management platform to implement tailored portfolios and offers both standalone financial plans and ongoing investment management under a fiduciary standard.
$0 - $500,000: $500,000 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001+: 0.50% annually
Hourly rate of $250.00 per hour for limited scope engagements
Account minimum: $500,000 Minimum fee: Initial engagement fee of $5,000 for financial plan development Fee-only: Hourly rate of $250.00 per hour for limited scope planning
1027 Highway 70, Suite 302
Brielle, NJ 08730
New Jersey
Sea Clear Financial Planning, LLC
2012 - Present (14 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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.
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