user avatar

Ian Conrad Powell

Advisor at Financial Serenity, LLC — Burleson, TX

Updated today

Credentials

Series 65, Series 63

Experience

5 years

Location

Burleson, TX

Financial Serenity, LLC logo

Financial Serenity, LLC

Independent

Total advisors

1

Clients per advisor

70 Very High

Avg AUM per client

$135,742 Very Low

HNW client ratio

0% Low

About

Ian 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.

Client services

Based on Financial Serenity, LLC

Financial planning Portfolio management Educational seminars or workshops Financial coaching

Demographic focus

Based on Financial Serenity, LLC

Christian Faith Based

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$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%

Commissions

Some Investment Adviser Representatives are licensed insurance agents and may earn commissions on insurance sales.

Subscriptions

"Real Money Talk" behavioral coaching subscription starting at $29 per month.

Other

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.

Location

Burleson, TX

Burleson TX

Advisors at this office

1

Most active in

North Carolina · Texas

Work history

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

David M

Series 63, Series 65, Series 6

Fort Worth, TX

First Command Advisory Services

David Morales is a financial advisor at First Command Advisory Services with Series 6, 63, and Series 65 licenses and one year of industry experience. Prior to joining First Command, he served in the U.S. Navy from 2015 to 2019 and received his bachelor’s degree in Finance at the University of San Diego. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led financial coaching and provides tailored professional services through structured engagement cycles.

Active portfolio management Tax-loss harvesting Wealth management General retirement planning Roth conversion strategy Retired Military & Veterans Mid-Career Professionals Approaching retirement Young Professionals Retired
user avatar

Michael M

CFP®, Series 63, Series 65

Mansfield, TX

Miller Premier Investment Planning LLC

Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Michael B

CFP®, Series 66

Burleson, TX

Azure Sky Financial Life Planning, LLC

Michael Babcock is a CFP® with 11 years of industry experience currently serving as CEO and Financial Life Planner at Azure Sky Financial Life Planning, LLC. He has previously worked with Perryman Securities, Inc. and Legacy Consulting Group, and also holds a Series 66 designation. In addition to his role at Azure Sky, he provides financial planning services under an independent contractor relationship with Origin Financial. Azure Sky Financial Life Planning, LLC offers values-based Financial Life Planning to individuals, couples, families, and charitable organizations, integrating life planning, financial planning, tax planning, and investment management. The firm emphasizes aligning clients’ personal values with their investments, providing options including socially conscious and Biblically Responsible Investing alongside a mix of passive and active strategies.

ESG / Sustainable investing Founder/Business Owner Religious/faith focused
user avatar

Chukwudi U

Series 65

Ft Worth, TX

Lampados Financial Group, LLC

Chukwudi Uraih is a financial advisor at Lampados Financial Group, LLC, holding a Series 65 designation with four years of industry experience. He has worked at Booz Allen Hamilton and serves in the United States Army Reserve. Outside of advising, he is the owner and CEO of Lampados Realty Group TX, LLC, a real estate business. Lampados Financial Group provides fee-only financial planning and investment advisory services to individuals, families, professionals, and fund investors. The firm utilizes a proprietary methodology combining fundamental investment analysis with algorithmic cash-flow modeling to offer diversified, long-term, and risk-aware strategies alongside infrastructure-focused fund management.

Cash flow / budgeting General retirement planning Tax strategies for small businesses Wealth management Real estate investing
user avatar

Clayton K

Series 63, Series 65

Grapevine, TX

Sunsage Capital Management

Clayton Kohl is the sole advisor at Sunsage Capital Management in Grapevine, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Sunsage Capital, LLC since 2001. Sunsage Capital Management provides discretionary investment management to individuals, trusts, charitable organizations, and corporate and institutional clients. The firm employs a proprietary combination of fundamental, technical, and cyclical analysis to construct portfolios emphasizing growth and dividend-growth equities and substantial foreign exposure, with a notable focus on direct foreign and private-market securities.

Active portfolio management Wealth management
user avatar

Omar A

Series 63, Series 65

Benbrook, TX

Blue Ladder Financial Planning, LLC

Omar Aguilar is a financial advisor with Blue Ladder Financial Planning, LLC in Benbrook, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at First Command Advisory Services and First Command Brokerage Services, and he currently serves in the Air Force Reserves as an A1C specializing in Munitions Systems. He is also a board member of the Benbrook Economic Development Committee. Blue Ladder Financial Planning, LLC is registered as an investment manager offering discretionary direct asset management along with financial planning and consulting services. The firm employs a variety of analytical techniques to guide investment decisions based on documented client objectives and risk tolerances, managing accounts separately and utilizing digital custodial platforms.

General retirement planning Income planning Wealth management Tax-loss harvesting Life insurance needs analysis
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")