CRD: 160133
SEA Clear Financial Planning, LLC
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- Custodian
- Assetmark · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-10-2012
- Office Locations
- 1
Office Locations
About SEA Clear Financial Planning, LLC
Sea Clear Financial Planning is a fee-only, fiduciary firm led by CFP®/NAPFA advisor Kelly Trageser, providing comprehensive financial planning and ongoing investment management. The practice delivers holistic planning (tax, retirement, cash flow, insurance and estate reviews) alongside actively managed, diversified portfolios with rebalancing and tax-aware distribution planning. Offers hourly, limited-scope engagements. Uses an integrative approach aligned with Morningstar Investment Services and outside specialists.
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Investment Themes
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Platform
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Technology
Owner & Executives
KELLY LYNN TRAGESER
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #3078771
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,728,272 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,728,272 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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