Seren Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Seren Wealth Advisors serves individual and high‑net‑worth clients, as well as small business retirement plans, providing discretionary portfolio management, financial planning (both ongoing and hourly), and retirement plan consulting. Like most peers, the firm charges asset‑based management fees and delivers portfolio management and planning tailored to individual objectives.
The firm’s investment process is goal‑driven and documented with investment policy statements, using fundamental analysis for comprehensive planning and technical analysis for mutual fund and equity reviews; ongoing planning clients typically receive written plans, implementation support, and at least semiannual reviews. Seren Wealth may recommend or monitor third‑party money managers, coordinate with clients’ other professionals, and uses an asset‑aggregation portal during plan development to compile client holdings.
Seren Wealth is distinctive for its owner‑managed structure, where the managing member retains primary supervisory responsibility, and for offering public seminars and financial‑literacy workshops (including workshops delivered on behalf of other advisory firms). The firm also discloses that its principal maintains outside business activities (including insurance and real‑estate related licensing and consulting support to another RIA) and uses disclosures and fiduciary processes to mitigate any related conflicts of interest.
Client services
Expertise
Fee options
$0 - $250,000: 1.00% $250,000 - $750,000: 0.95% $750,000 - $1,000,000: 0.85% $1,000,000 - $2,000,000: 0.80% $2,000,000 - $3,000,000: 0.70% $3,000,000+: 0.65%
$125 per hour for Financial Planning and Consulting Services
Minimum fee: $100 per month minimum fee for Asset Management services Fee-only: Ongoing Financial Planning: fixed fee typically $1,000 to $2,500 annually, paid quarterly in advance; Hourly Financial Planning: $125 per hour
Main office
See officeHouston TX
Advisors at this office
1
Offices (2)
Most active in
Florida · Georgia · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Advisors at this firm
Michael T
Series 66
Fort Lauderdale, FL
Seren Wealth Advisors, LLC
Michael Taylor is a financial advisor at Seren Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Massachusetts Mutual Life Insurance Company. Seren Wealth Advisors serves individual and high-net-worth clients, as well as small business retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a goal-driven investment process documented with investment policy statements and combines fundamental and technical analysis to tailor solutions to client objectives.
Stephanie B
CFP®, Series 66
Houston, TX
Seren Wealth Advisors, LLC
Stephanie Blakes is a CFP® with 16 years of industry experience. She is an owner and Chief Compliance Officer at Seren Wealth Advisors, LLC, where she has worked since 2016. Prior to that, she was an independent contractor at Calderwood Financial Strategies and has experience as a real estate broker and insurance agent in Houston, TX. Seren Wealth Advisors serves individual and high-net-worth clients, as well as small business retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment process is goal-driven and documented with investment policy statements, combining fundamental and technical analysis, and is owner-managed with a focus on client education through public seminars and financial-literacy workshops.
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