Advisor at Financial Serenity, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Serenity, LLC
Location
Burleson, TX
Credentials
Series 63, Series 65
Industry experience
5 years
Ian Powell is a financial advisor at Financial Serenity, LLC in Burleson, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at Woodbury Financial Services, Fortune Financial Services, Interactive Financial Advisors, Battle Born Financial Advisor, United Parcel Service, and FTS International. Financial Serenity, LLC provides discretionary investment management, financial planning, advisory consulting, and behavior-based financial coaching to individuals, corporate, and small-business clients. The firm uses customized portfolios based on internal research and offers services such as periodic portfolio reviews, educational seminars, and management of assets in annuity products or employer retirement plan rollovers.
Based on Financial Serenity, LLC
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,000+: 0.50%
Some Investment Adviser Representatives are licensed insurance agents and may earn commissions on insurance products sold, in addition to advisory fees.
Financial coaching hourly rates are negotiable and determined at engagement; payable after service.
Financial coaching monthly or quarterly fees as negotiated, payable in arrears monthly or quarterly.
Minimum fee: Minimum monthly fee of $149 (or $1,490 annually) applies to accounts with less than $500,000 AUM for Signature Circle clients; base monthly fee of $49 (or $490 annually) for The Collective members. Fee-only: Financial planning fees: $1,490 - $10,000 annually for individuals/sole proprietors; $4,500 - $101,000 annually for corporations and small businesses; Financial coaching fees: $75 - $750 monthly for individuals, $495 - $10,000 monthly for businesses; Periodic portfolio review fee: $1,200 annually; Fixed fee for portfolio review quarterly installments of $300.
Burleson, TX
North Carolina · Texas
Woodbury Financial Services inc
2021 - 2022 (1 year)
Fortune Financial Services
2021 - 2021 (1 year)
Interactive Financial Advisors
2020 - 2021 (1 year)
Battle Born Financial Advisor
2020 - 2021 (1 year)
United Parcel Service
2019 - 2021 (2 years)
Financial Serenity, LLC
2019 - Present (7 years)
FTS International
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Mansfield, TX
Miller Premier Investment Planning LLC
CFP®, Series 66
Burleson, TX
Azure Sky Financial Life Planning, LLC
Series 63, Series 65
Grapevine, TX
Sunsage Capital Management
Series 65
Fort Worth, TX
Trinsic Capital, LLC
Series 66
Fort Worth, TX
Portia Capital Management
Series 65
Fort Worth, TX
Fort Advisors Inc
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