Firm
Sea Clear Financial Planning
Brielle, New Jersey
Fee-only
Sea Clear Financial Planning at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 43 individual clients, 29 of them high net worth.
- Its average account is about $736,000 (assets it manages divided by its 92 accounts).
- Its hourly rate of $250 is below the New Jersey median of $300.
- Its website says it's taking new clients.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Brielle, New Jersey |
|---|---|
| Website | seaclearfinancial.com |
| Phone | (732) 580-8039 |
Sea Clear Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,500 |
|---|---|
| Hourly | $250 an hour |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"ranges from $4,500 to $5,500" source
"The hourly rate for One Financial Concern is $250.00 per hour." source
"Our Investment Management Fee, based on a percentage of the total assets under management" source
"The hourly rate for One Financial Concern is $250.00 per hour." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $68 million |
| Individual clients | 14 |
| High-net-worth clients | 29 |
| Accounts managed | 92 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 160133 |
Advisors at this firm (1)
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