# Kelly Sheahan

> Kelly Sheahan is a fee-only financial advisor at Calvert Wealth Management in Dunkirk, Maryland. Calvert Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kelly-sheahan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Calvert Wealth Management
- **Based in:** Dunkirk, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $189.6M across 756 accounts
- **CRD:** 6157839 (https://adviserinfo.sec.gov/individual/summary/6157839)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 65 (2016)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.calvertwealth.com/

## Frequently asked questions

### Is Kelly Sheahan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Calvert Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kelly charge for financial advice?

Kelly's firm, Calvert Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kelly Sheahan based?

Kelly Sheahan is based in Dunkirk, Maryland.

### Is Kelly Sheahan registered with the SEC?

Yes. Kelly Sheahan is registered as an investment adviser representative in MD (CRD 6157839), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Calvert Wealth Management manage?

Calvert Wealth Management reports $189.6M across 756 accounts in assets under management.

### How do I contact Kelly Sheahan?

Through Kelly's website, www.calvertwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6157839): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.