Sea Clear Financial Planning, LLC

Sea Clear Financial Planning, LLC (CRD# 160133) is a financial advisory firm headquartered in Sea Girt, NJ. They manage $9,400,000 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Sea Clear Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Kelly L. Trageser
CRD#: 3078771
2150 Highway 35, Suite 250, Sea Girt, NJ 08750

Kelly Trageser (CRD# 3078771) is an Investment Advisor Representative working at Sea Clear Financial Planning, LLC in Sea Girt, NJ and has 5 years of experience in the finance industry. Kelly Trageser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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