Sea Clear Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The fee is calculated based on Sea Clear Financial’s hourly rate of $250.00 as well as the anticipated complexity of reviewing and analyzing the client’s financial circumstances.”

Flat or project fee

$5,000

“The client shall pay Sea Clear Financial Planning a one-time initial engagement fee of $5,000.00 for the development and presentation of a customized financial plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sea Clear Financial Planning, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The balance will be due and payable to Sea Clear Financial Planning immediately upon presentation of the recommendations.”
• “The client must consent in advance to direct debiting of the Wrap Fee from their investment account(s).”
• “The fees charged are negotiable and will not exceed any limit imposed by any regulatory agency.”

How Sea Clear Financial Planning, LLC’s fees compare

• Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
• None of the 2 other planners in Brielle that publish an hourly rate charge less.
• Its flat or project fee of $5,000 matches the New Jersey median of $5,000. 48% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Sea Clear Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

43

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$67,728,272

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

160133

Website

seaclearfinancial.com (opens in new tab)

Phone

(732) 580-8039

Other planners in Brielle that publish fees

• Financial FuturesBrielle$300⁠-⁠$500/hr, $2,000/qtr
• Shore Point Advisors, LLCBrielle$250/hr, $3,000
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr

Compare all 3 planners in Brielle