Advisor at Serene Financial Solutions
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Firm
Serene Financial Solutions
Location
Gaithersburg, MD 20878
Credentials
ChFC®, Series 65
Industry experience
5 years
Mary Thomas Spruill is a financial advisor at Serene Financial Solutions in Gaithersburg, MD, holding the ChFC® designation and Series 65 license with five years of industry experience. Prior to founding her firm, she worked at The McKelvey Group and held roles at Frederick National Laboratory for Cancer Research and Navy Marine Corps Relief Society NMCRS Sasebo. Serene Financial Solutions serves individuals, families, and small businesses, providing portfolio management and comprehensive financial planning alongside tax preparation, business accounting support, and financial consulting. The firm combines passive and active investment strategies based on Modern Portfolio Theory and integrates tax services through enrolled agents, offering educational seminars and workshops as part of its client services.
Based on Serene Financial Solutions
Based on Serene Financial Solutions
Financial planning services charged as a comprehensive fixed fee ranging from $4,800 to $7,200 annually, paid monthly in installments of $400 to $600.
Financial consulting services charged at $150.00 per hour (negotiable).
Fee-only: Comprehensive fixed fee for financial planning services ranging from $4,800 to $7,200 annually, paid monthly ($400 - $600 per month). Financial consulting services charged at $150.00 per hour (negotiable). Tax preparation fees range from $390 to $903 depending on form complexity. Educational seminars/workshops fees are negotiable, up to $1,000.
9711 Washingtonian Blvd, Ste. 550
Gaithersburg, MD 20878
Maryland · Virginia
Serene Financial Solutions
2020 - Present (6 years)
The McKelvey Group
2019 - 2020 (1 year)
Frederick National Laboratory For Cancer Research
2019 - 2021 (2 years)
Navy Marine Corps Relief Society NMCRS Sasebo
2017 - 2018 (1 year)
NBHC Sasebo
2016 - 2018 (2 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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