Serene Wealth Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,262,640
Total clients
8
25% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$907,830
About
Serene Wealth Planning LLC is a state‑registered, fee‑only advisory firm that serves individual clients with comprehensive financial planning and discretionary investment management. In addition to ongoing planning and portfolio management, the firm offers defined services including a one‑time divorce retirement projection and hourly ongoing engagements.
The firm builds an Investment Policy Statement for each client and manages accounts on a discretionary basis, taking into account goals, time horizon, risk tolerance and tax considerations; recommended investments include no‑load mutual funds, ETFs, individual stocks (including for tax‑loss harvesting), U.S. government securities and cash equivalents. Serene also collaborates with a third‑party manager, Asset Dedication, recommending its strategies when appropriate and acting as a communication conduit while keeping clients’ financial plans current.
As of December 31, 2024 the firm reported $4,520,628.80 in discretionary assets under management and generally requires a $1,000,000 minimum for investment management, with exceptions considered. The principal’s concurrent ownership of a separate divorce financial consulting practice, combined credentials as a CFP, Enrolled Agent and CDFA, and the availability of a flat‑fee $800 divorce retirement projection are distinguishing features that shape the firm’s niche focus and service mix.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Retirement withdrawal strategies
Tax-loss harvesting
Fee options
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.
Main office location
Serene Wealth Planning, LLC
1721 Hewitt Ave, Suite 511
Everett WA 98201, United States
Number of offices
1
Most active in
Serene Wealth Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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