Kelly Sheahan
Calvert Wealth Management · Dunkirk, Maryland
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.
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Facts
| Firm | Calvert Wealth Management |
|---|---|
| Based in | Dunkirk, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $189.6M across 756 accounts |
| SEC registration | Investment adviser representative in MD · CRD 6157839 |
| Exams passed | Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.calvertwealth.com |
How Kelly's firm compares
- Calvert Wealth Management's average account is about $251,000, from its Form ADV (assets managed divided by 756 accounts).
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Questions about Kelly
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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