# Kelly Trageser

> Kelly Trageser is a fee-only financial advisor at Sea Clear Financial Planning in Brielle, New Jersey, who holds the CFP credential. Kelly charges a percentage of assets and hourly fees (one-time plans from $4,500 and $250 an hour) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/kelly-trageser/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sea Clear Financial Planning
- **Based in:** Brielle, New Jersey
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** one-time plans from $4,500; $250 an hour
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $67.7M across 92 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 3078771 (https://adviserinfo.sec.gov/individual/summary/3078771)
- **SEC registration:** Investment adviser representative in NJ
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.seaclearfinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Sea Clear Financial Planning 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 charges a percentage of assets and hourly fees.

### How much does Kelly charge?

According to Sea Clear Financial Planning's website, checked October 30, 2026: one-time plans from $4,500; $250 an hour.

### Where is Kelly Trageser based?

Kelly Trageser is based in Brielle, New Jersey.

### What does Kelly specialize in?

Kelly's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Kelly Trageser hold?

Kelly Trageser holds the CFP credential.

### Is Kelly Trageser registered with the SEC?

Yes. Kelly Trageser is registered as an investment adviser representative in NJ (CRD 3078771), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sea Clear Financial Planning manage?

Sea Clear Financial Planning reports $67.7M across 92 accounts in assets under management.

### How do I contact Kelly Trageser?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3078771): 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
- The firm's website (https://www.seaclearfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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