Advisor at Serene Wealth Planning, LLC
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Firm
Serene Wealth Planning, LLC
Location
Everett, WA 98201
Credentials
CFP®, Series 65
Industry experience
9 years
Jesse Deason is a CFP® and holds a Series 65 license with nine years of industry experience. She is the principal of Serene Wealth Planning, LLC in Everett, Washington, and also owns Serene Divorce Planning LLC, a divorce financial consulting firm. Her work history includes roles at HDR Engineering Inc., Madrona Financial Services, LLC, McDevitt & Duffy CPAs, and Finn Street Financial, LLC. Serene Wealth Planning LLC is a fee-only advisory firm serving individual clients with comprehensive financial planning and discretionary investment management. The firm creates personalized Investment Policy Statements and manages portfolios considering goals, risk tolerance, and tax factors, offering defined services such as divorce retirement projections and hourly engagements.
Based on Serene Wealth Planning, LLC
One-Time Divorce Retirement Projection costs $800 flat fee
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $5,000,000: 0.70% annually $5,000,001+: 0.50% annually
$325 per hour for Hourly Ongoing Engagement services
Account minimum: $1,000,000 Fee-only: Financial Planning and Investment Management fees are tiered based on assets under management as noted above. One-Time Divorce Retirement Projection at $800 flat fee. Hourly Ongoing Engagement at $325 per hour with $3,000 deposit minimum.
1721 Hewitt Ave, Suite 511
Everett, WA 98201
Washington
Serene Divorce Planning LLC
2021 - Present (5 years)
HDR Engineering Inc.
2019 - 2021 (2 years)
Serene Wealth Planning, LLC
2019 - Present (7 years)
Madrona Financial Services, LLC
2018 - 2019 (1 year)
McDevitt & Duffy CPAs
2018 - 2018 (1 year)
Finn Street Financial, LLC
2017 - 2018 (1 year)
HDR Engineering Inc.
2013 - 2018 (5 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
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Broker-dealer / trader
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Bank
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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.
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