Calvert Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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%
$300 per hour for Financial Planning and Consulting Services
Minimum fee: Minimum cost for preparing a Financial Plan is $2,500 Fee-only: Hourly consulting services at $300 per hour
Main office
3175 West Ward Road, Suite 120
Dunkirk MD 20754
Advisors at this office
3
Most active in
Delaware · District of Columbia · Florida · Georgia · Louisiana · Maryland · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Also doing business as
Calvert Financial Advisory, Inc. · Calvert Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Nicholas B
Series 63, Series 65
Dunkirk, MD
Calvert Wealth Management, Inc.
Nicholas Boyd is a financial advisor at Calvert Wealth Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at APW Capital, Inc., Addison Group, and American University. Calvert Wealth Management is a three-advisor firm serving individuals, trusts, estates, charitable organizations, profit-sharing plans, and business entities. The firm manages approximately $189.6 million across about 360 client relationships, providing discretionary portfolio management, comprehensive financial planning, and institutional wealth management services with an emphasis on asset allocation using core model portfolios.
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.
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.
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