SEA CLEAR FINANCIAL PLANNING, LLC

Overview

Sea Clear Financial Planning, LLC is an independent Registered Investment Adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs discretionary portfolios and favors equity-oriented allocations, using exchange-traded equities as the primary building block of client accounts. Its fee model is flexible — combining AUM-based fees with hourly and fixed-fee arrangements — which supports both ongoing wealth management relationships and standalone planning engagements. Investment activity centers on liquid public markets with a clear tilt toward equities, but the firm supplements stock and ETF exposure with alternative real-asset and energy allocations. The adviser does not identify as an active ESG investor and operates under an independent, individual-owned structure rather than as a multi-state or institutional capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices