# Sea Clear Financial Planning, LLC

> Sea Clear Financial Planning, LLC is a state-registered investment advisory firm in Brielle, NJ, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 160133
- Filed as: SEA CLEAR FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brielle, NJ
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/160133
- AdvisorCensus page: https://advisorcensus.com/firm/sea-clear-financial-planning-llc-brielle-nj-160133

## Quick answers

**How is Sea Clear Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sea Clear Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sea Clear Financial Planning, LLC located?**
Sea Clear Financial Planning, LLC's principal office is in Brielle, NJ, according to its Form ADV.

**Is Sea Clear Financial Planning, LLC registered with the SEC or a state?**
Sea Clear Financial Planning, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 160133.

**How much does Sea Clear Financial Planning, LLC manage?**
Sea Clear Financial Planning, LLC reports $67,728,272 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Sea Clear Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (14).

**Does Sea Clear Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/160133

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $67,728,272
- Discretionary: $67,728,272
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $8,275,495 |
| High net worth individuals | 29 | $59,452,777 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- seaclearfinancial.com
- Facebook facebook.com
- LinkedIn @kelly-trageser-mba-cfp®-a5784449

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sea Clear Financial Planning, LLC (CRD 160133): Form ADV filing data as of October 2026.