Kelly Trageser
Sea Clear Financial Planning · Brielle, New Jersey
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.
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Specialties
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 |
| Assets under management | $67.7M across 92 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 3078771 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.seaclearfinancial.com |
| Profile |
How Kelly's firm compares
- A one-time plan starts at $4,500, above the New Jersey median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $250, below the New Jersey median of $300 for fee-only firms that publish prices.
- Sea Clear Financial Planning's average account is about $736,000, from its Form ADV (assets managed divided by 92 accounts).
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Questions about Kelly
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Other advisors in New Jersey who focus on retirement planning
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
- Sea Clear Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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