Ian Conrad Powell
Advisor at Financial Serenity, LLC — Burleson, TX
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
5 years
Location
Burleson, TX
Financial Serenity, LLC
Independent
Total advisors
1Clients per advisor
70 Very HighAvg AUM per client
$135,742 Very LowHNW client ratio
0% LowIan Powell is a financial advisor at Financial Serenity, LLC in Burleson, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at Woodbury Financial Services, Fortune Financial Services, Interactive Financial Advisors, and Battle Born Financial Advisor. Financial Serenity, LLC offers discretionary portfolio management, financial planning, and behavior-focused financial coaching to individuals, high-net-worth clients, corporations, and small businesses. The firm emphasizes long-term allocation models with ongoing monitoring and provides educational seminars and subscription coaching through its “Real Money Talk” program.
Based on Financial Serenity, LLC
$0 - $50,000: 2.50% $50,001 - $500,000: 1.75% $500,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Some Investment Adviser Representatives are licensed insurance agents and may earn commissions on insurance sales.
"Real Money Talk" behavioral coaching subscription starting at $29 per month.
Fee-only: Financial Planning & Coaching fees range from $29 per month to $72,000 per year (up to $6,000 per month), depending on complexity and service tier.
Burleson, TX
Burleson TX
Advisors at this office
1
North Carolina · Texas
5 years of industry experience
Woodbury Financial Services inc
2021 - 2022 • 1 year
Burleson, TX
Fortune Financial Services
2021 - 2021 • 1 year
Monaca, PA
Interactive Financial Advisors
2020 - 2021 • 1 year
Burleson, TX
Battle Born Financial Advisor
2020 - 2021 • 1 year
Burleson, TX
United Parcel Service
2019 - 2021 • 2 years
Arlington, TX
Financial Serenity, LLC
2019 - Present • 7 years
Burleson, TX
FTS International
2012 - 2019 • 7 years
Fort Worth, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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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