Serenity Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Serenity Wealth Advisors provides financial planning and employee benefit plan services to individuals, high‑net‑worth clients, corporations, and employer plan sponsors. Its advisory offerings include comprehensive and project-based financial plans, retirement and tax planning coordination, business planning, and participant education for defined contribution plans.
The firm describes a primarily passive investment approach that builds portfolios from index mutual funds and exchange‑traded funds to favor low internal costs, limited turnover, and tax efficiency, while also referencing fundamental, technical, cyclical and charting analysis as part of its research toolkit. For planning engagements it offers ongoing subscription-style services, fixed-fee projects and hourly consultations, with periodic monitoring and annual plan reviews.
Notably, the firm’s principal also owns and operates Ameritax Accounting and Finance Inc., a separate accounting and tax preparation practice that the brochure states consumes roughly half of his time and is disclosed as a distinct activity. Also uncommon for firms in this category, Serenity emphasizes non–asset‑based fees (hourly, fixed and subscription arrangements), discloses that it does not employ percentage‑of‑AUM fees, and states it no longer provides traditional investment management services.
Client services
Financial planning
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Business ownership considerations
Fee options
Project-Based Financial Planning fixed fees between $500 and $1,500, negotiable.
$200 - $350 per hour, depending on complexity and client needs, negotiable.
Fee-only: Comprehensive Financial Planning: $500 upfront plus $200 - $600 per month or $600 - $1,800 per quarter, negotiable; Project-Based Financial Planning fixed fees ranging from $500 to $1,500, negotiable; Hourly Fees ranging from $200 to $350 per hour, negotiable.
Main office location
Serenity Wealth Advisors LLC
806 Reisterstown Rd, Ste 5
Baltimore MD 21208, United States
Number of offices
2
Most active in
Serenity Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
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
Quick links
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