Kelly Trageser is a CFP-designated registered investment advisor at Sea Clear Financial Planning, LLC, based in Brielle, NJ, with 14 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 43 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. The combination of fees for Sea Clear Financial Planning, AssetMark and the sub-advisor (strategist) will not exceed 1.75% annually.
Fee Estimator
Contact
Kelly Trageser
Location
1027 Highway 70, Suite 302, Brielle, NJ, 08730
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Sea Clear Financial Planning, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Kelly L. Trageser is a CFP(r) and has an MBA in Finance. She has over 20 years experience in the financial services industry. She is the Principal of Sea Clear Financial Planning, LLC, an independent fee-only financial planning and investment management firm located in Sea Girt, NJ.