Devon Galindo
Serenus Wealth Advisors · Santa Monica, California
Devon Galindo is a fee-only financial advisor at Serenus Wealth Advisors in Santa Monica, California, who holds the CFP and ChFC credentials. Serenus Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Serenus Wealth Advisors |
|---|---|
| Based in | Santa Monica, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.47B across 1,484 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA, TX · CRD 6177446 |
| Exams passed | Series 65 (2011) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.serenusadvisors.com |
| Profile |
How Devon's firm compares
- Serenus Wealth Advisors's average account is about $993,000, from its Form ADV (assets managed divided by 1,484 accounts).
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Questions about Devon
Is Devon Galindo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Devon holds no broker registration, and Serenus Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Devon charge for financial advice?
Devon's firm, Serenus Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Devon Galindo based?
Devon Galindo is based in Santa Monica, California.
What credentials does Devon Galindo hold?
Devon Galindo holds the CFP and ChFC credentials.
Is Devon Galindo registered with the SEC?
Yes. Devon Galindo is registered as an investment adviser representative in CA and TX (CRD 6177446), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Serenus Wealth Advisors manage?
Serenus Wealth Advisors reports $1.47B across 1,484 accounts in assets under management.
How do I contact Devon Galindo?
Through Devon's website, www.serenusadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Santa Monica
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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