Serene Financial Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,260,973
Total clients
28
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$152,178
About
Serene Financial Solutions advises individuals, families, and small-business clients on portfolio management and comprehensive financial planning, and it also offers tax preparation, business accounting support, and financial consulting. The firm provides educational seminars and workshops for both non-professionals and professionals as part of its service mix.
Investment advice is delivered through tailored portfolio management (discretionary or non-discretionary) that blends passive core holdings with active satellite positions consistent with Modern Portfolio Theory, with monthly monitoring and periodic rebalancing. The firm requires a written financial plan as a foundation for portfolio management and uses that plan to set objectives, risk tolerance, and targeted asset allocations.
Compared with many independent advisors, the firm integrates tax compliance and preparation into its advisory offering and maintains enrolled agents on staff to provide coordinated tax services and business accounting support. It also commonly charges fixed and subscription-style fees for planning and services rather than relying on percentage-of-AUM billing, and it supplements client work with paid educational programming and webinars.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Financial consulting - hourly service
Expertise
Social Security optimization
Debt management
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Fee options
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.
Main office location
Serene Financial Solutions
9711 Washingtonian Blvd, Ste. 550
Gaithersburg MD 20878, United States
Number of offices
1
Most active in
Serene Financial Solutions has reported serving >5 clients in these states in the last 12 months.
Maryland · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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