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Calvert Wealth Management, Inc.

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Client assets under management

$189,569,655

Clients

360

16% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

120

Very High

Average account size

$526,582

About

Calvert Wealth Management, Inc. is a three-advisor registered investment adviser that serves individuals, trusts, estates, charitable organizations, profit-sharing plans and business entities, managing approximately $189.6 million across about 360 client relationships. The firm offers discretionary portfolio management, comprehensive financial planning and consulting, and institutional wealth management services for employer-sponsored retirement plans.

The firm’s investment approach emphasizes asset allocation rather than market timing, using core model portfolios that range from very conservative to aggressive and employing mutual funds, ETFs, individual equities, bonds and cash as asset classes. Calvert generally manages accounts on a discretionary basis, treats cash as an asset class included in assets under management, and may employ inverse or enhanced fund strategies while permitting clients to impose restrictions.

Distinctive features in the Brochure include an explicit policy that Calvert will not exercise discretionary authority to purchase cryptocurrencies (such investments require client authorization) and a documented option to exclude leveraged or inverse strategies by client direction. The firm also highlights fiduciary and educational services for 401(k) and other retirement plans, use of account aggregation tools, coordination with outside attorneys and accountants for implementation, and a policy of leaving proxy voting decisions to clients.

Client services

Financial planning Portfolio management Pension consulting Consulting

Expertise

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance

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Fee options

Percentage

$0 - $1,999,999: 1.10% $2,000,000 - $5,000,000: 1.00% $5,000,001 - $7,000,000: 0.60% $7,000,001+: 0.50% $0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.40% $3,000,001 - $4,000,000: 0.35% $4,000,001 - $5,000,000: 0.25% $5,000,001 - $10,000,000: 0.20% $10,000,001 - $25,000,000: 0.15% $25,000,001 - $50,000,000: 0.10% $50,000,001+: 0.05%

Project-based

$300 per hour for Financial Planning and Consulting Services

Other

Minimum fee: Minimum cost for preparing a Financial Plan is $2,500 Fee-only: Hourly consulting services at $300 per hour

Main office location

Calvert Wealth Management, Inc.

3175 West Ward Road, Suite 120

Dunkirk MD 20754, United States

Number of offices

2

Most active in

More info

Delaware · District of Columbia · Florida · Georgia · Louisiana · Maryland · North Carolina · Pennsylvania · South Carolina · Texas · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 301-812-1550

Advisors at this firm

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user avatar

Nicholas B

Series 63, Series 65

Dunkirk, MD

Calvert Wealth Management, Inc.

Nicholas Boyd is an investment advisor representative at Calvert Wealth Management, Inc. with seven years of industry experience. He has worked at Calvert Wealth Management since 2018 and previously held roles at APW Capital, Inc., Addison Group, and American University. Calvert Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, providing discretionary portfolio management along with wealth planning and financial consulting. The firm emphasizes diversified asset allocation and offers fiduciary services for employer plans using an institutional custody and trading platform.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

John S

Series 66

Dunkirk, MD

Calvert Wealth Management, Inc.

John Stone is a financial advisor at Calvert Wealth Management, Inc. in Dunkirk, MD, holding a Series 66 designation with 16 years of industry experience. He has worked at APW Capital, Inc. since 2011 and at Calvert Financial Advisory since 2008. Outside of his advisory role, he is also a licensed insurance agent for life and variable products. Calvert Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering discretionary portfolio management alongside comprehensive wealth planning and financial consulting. The firm emphasizes asset allocation with diversified portfolios and combines retail wealth management with fiduciary services for employer plans.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Kelly S

Series 65

Dunkirk, MD

Calvert Wealth Management, Inc.

Kelly Sheahan is a financial advisor at Calvert Wealth Management, Inc. in Dunkirk, MD, holding a Series 65 designation with nine years of industry experience. She has been with Calvert Wealth Management since 2012. Calvert Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering discretionary portfolio management alongside wealth planning and financial consulting. The firm emphasizes asset allocation over market timing and maintains diversified, risk-based portfolios with regular reviews.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance
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