Serene Wealth Planning, LLC
Serene Wealth Planning, LLC (CRD# 304903) is a financial advisory firm headquartered in Everett, WA. They manage $3,137,947 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management3MILLION
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Total Number of Accounts12ACCOUNTS
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Average Account Value$261,496
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Serene Wealth Planning, LLC
1
Jesse Deason (CRD# 6595583) is an Investment Advisor Representative working at Serene Wealth Planning, LLC in Everett, WA and has over 8 years of experience in the finance industry.
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