Serene Wealth Planning, LLC
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About
Serene Wealth Planning LLC is a state‑registered, fee‑only advisory firm that serves individual clients with comprehensive financial planning and discretionary investment management. In addition to ongoing planning and portfolio management, the firm offers defined services including a one‑time divorce retirement projection and hourly ongoing engagements.
The firm builds an Investment Policy Statement for each client and manages accounts on a discretionary basis, taking into account goals, time horizon, risk tolerance and tax considerations; recommended investments include no‑load mutual funds, ETFs, individual stocks (including for tax‑loss harvesting), U.S. government securities and cash equivalents. Serene also collaborates with a third‑party manager, Asset Dedication, recommending its strategies when appropriate and acting as a communication conduit while keeping clients’ financial plans current.
As of December 31, 2024 the firm reported $4,520,628.80 in discretionary assets under management and generally requires a $1,000,000 minimum for investment management, with exceptions considered. The principal’s concurrent ownership of a separate divorce financial consulting practice, combined credentials as a CFP, Enrolled Agent and CDFA, and the availability of a flat‑fee $800 divorce retirement projection are distinguishing features that shape the firm’s niche focus and service mix.
Client services
Expertise
Fee options
One-Time Divorce Retirement Projection costs $800 flat fee
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $5,000,000: 0.70% annually $5,000,001+: 0.50% annually
$325 per hour for Hourly Ongoing Engagement services
Account minimum: $1,000,000 Fee-only: Financial Planning and Investment Management fees are tiered based on assets under management as noted above. One-Time Divorce Retirement Projection at $800 flat fee. Hourly Ongoing Engagement at $325 per hour with $3,000 deposit minimum.
Main office
1721 Hewitt Ave, Suite 511
Everett WA 98201
Advisors at this office
1
Most active in
Washington
Disclosures
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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.
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