Serene Point Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Serene Point Advisors is a fee‑only registered investment adviser that provides discretionary portfolio management, financial planning and financial consulting primarily to individual and high‑net‑worth clients, as well as trusts and other institutional entities. The firm documents client goals and may create investment policy statements and client‑imposed restrictions to tailor each relationship.
The firm manages portfolios using a mix of publicly traded equities, fixed income, mutual funds, ETFs and REITs, and applies a blend of fundamental, technical/charting and cyclical analysis; it also may employ options and other derivative strategies as part of more active mandates. Serene Point can refer clients to or engage sub‑advisers for specialist management and coordinates execution and custodial arrangements for those sub‑advised relationships.
Noteworthy relative to many peers, the firm combines multi‑disciplinary analysis with an active options capability and the use of external sub‑advisers, and it incorporates financial planning and consulting into its advisory program rather than offering planning only as a separate engagement. The adviser accepts limited discretionary authority and proxy‑voting responsibilities on client accounts, does not custody client assets itself, and does not participate in initial public offering allocations.
Client services
Expertise
Fee options
$25,000 - $1,000,000: 1.00% - 1.20% Over $1,000,000+: 0.85% - 1.00%
Up to $300 per hour for financial consulting services
Account minimum: $250,000 Fee-only: Fee-only investment management services; no commissions or sales charges
Main office
Lake Oswego OR
Advisors at this office
3
Most active in
California · Oregon
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
Quick links
Advisors at this firm
Nancy W
Series 63, Series 65, Series 66
Lake Oswego, OR
Serene Point Advisors LLC
Nancy Wakefield is a financial advisor at Serene Point Advisors LLC with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Serene Point Advisors in 2020, she worked at Integrated Advisors Network LLC and Martin Capital Partners, LLC. Serene Point Advisors provides fee-only investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm typically acts as a discretionary manager while clients retain custody of their assets, offering tailored portfolios that may include a range of investment vehicles and employing a more active options strategy when appropriate.
Kelly M
CFA®, Series 63
Lake Oswego, OR
Serene Point Advisors LLC
Kelly McDermott is a CFA® charterholder with one year of experience at Serene Point Advisors LLC and eleven years of self-employment prior to joining the firm. McDermott holds the Series 63 designation and is based in Lake Oswego, Oregon. Serene Point Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients, trusts, and institutional entities. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a multi-disciplinary approach that includes fundamental, technical, and cyclical analysis, as well as options and sub-adviser relationships.
Jared R
Series 63, Series 66
Lake Oswego, OR
Serene Point Advisors LLC
Jared Rasmussen is a financial advisor with Serene Point Advisors LLC in Lake Oswego, OR, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Serene Point Advisors since 2020 and has been with TD Ameritrade since 2009. Serene Point Advisors provides fee-only investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm typically acts as a discretionary manager while clients retain custody of their assets, offering tailored portfolios that may include stocks, bonds, mutual funds, ETFs, REITs, alternative investments, and options.
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