# Dan Serra

> Dan Serra is a fee-only financial advisor at SageVest Wealth Management in McLean, Virginia, who holds the ADPA, CDFA and CFP credentials. Dan charges a percentage of assets (0.5%–1% a year of assets managed and a $1,000,000 asset minimum).

Page: https://find.wellspent.co/advisors/dan-serra/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** SageVest Wealth Management
- **Based in:** McLean, Virginia
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5%–1% a year of assets managed; a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $423.2M across 475 accounts
- **Credentials:** ADPA, CDFA, CFP, EA
- **Works with:** Retirees
- **CRD:** 5525135 (https://adviserinfo.sec.gov/individual/summary/5525135)
- **SEC registration:** Investment adviser representative in MD, VA
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://sagevestwealth.com

## Frequently asked questions

### Is Dan Serra a fee-only financial advisor?

Yes. Dan Serra is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dan's firm.

### How does Dan charge for financial advice?

Dan charges a percentage of assets.

### How much does Dan charge?

According to SageVest Wealth Management's website, checked October 28, 2026: 0.5%–1% a year of assets managed; a $1,000,000 asset minimum.

### Where is Dan Serra based?

Dan Serra is based in McLean, Virginia.

### What credentials does Dan Serra hold?

Dan Serra holds the ADPA, CDFA, CFP and EA credentials.

### Is Dan Serra registered with the SEC?

Yes. Dan Serra is registered as an investment adviser representative in MD and VA (CRD 5525135), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does SageVest Wealth Management manage?

SageVest Wealth Management reports $423.2M across 475 accounts in assets under management.

### How do I contact Dan Serra?

Through Dan's website, sagevestwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47103): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.sagevestwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.