Dan Serra
SageVest Wealth Management · McLean, Virginia
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).
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Who they serve
- Retirees
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 |
| Assets under management | $423.2M across 475 accounts |
| Credentials | ADPA · CDFA · CFP · EA |
| SEC registration | Investment adviser representative in MD, VA · CRD 5525135 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | sagevestwealth.com |
| Profile |
How Dan's firm compares
- SageVest Wealth Management's average account is about $891,000, from its Form ADV (assets managed divided by 475 accounts).
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Questions about Dan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SageVest Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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