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
1721 Hewitt Ave, Suite 511, Everett, WA 98201
https://www.sereneplanning.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Serene Wealth Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jesse Deason, financial advisor Everett WA
Jesse F. Deason
CRD#: 6595583
1721 Hewitt Ave, Suite 511, Everett, WA 98201

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals