A complete list of active advisors currently associated with Sea Clear Financial Planning, LLC

Warmer can help you find a great advisor at Sea Clear Financial Planning, LLC or one who fits your needs even better.

Sea Clear Financial Planning is a New Jersey–registered, solo, fee‑only advisory firm that serves individual clients, including high‑net‑worth households. The firm provides comprehensive financial planning, ongoing investment management, retirement plan advisement, and limited‑scope hourly engagements. The firm produces written financial plans and investment policy statements covering cash flow, tax‑aware strategies, equity compensation, retirement and estate planning, and offers semiannual plan and portfolio reviews. For implementation Sea Clear relies on the AssetMark wealth management platform and sub‑advisors to access institutional model portfolios, while Charles Schwab serves as the qualified custodian. Noteworthy features include a relatively large amount of assets managed by a single advisor across a small client base, resulting in higher assets‑per‑advisor and more concentrated relationships than many peers. The firm typically combines an upfront planning engagement with ongoing managed accounts implemented through AssetMark’s wrap program—which handles trading, reporting, and fee debiting—and requires clients to maintain the designated custodian and platform; clients retain responsibility for voting proxies.

To learn more about the advisors currently working at Sea Clear Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.