# Jared Rasmussen

> Jared Rasmussen is a fee-only financial advisor at Serene Point Advisors in Ridgefield, Washington. Jared focuses on divorce financial planning and retirement planning. Serene Point Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jared-rasmussen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Serene Point Advisors
- **Based in:** Ridgefield, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $32.9M across 115 accounts
- **Specialties:** Divorce financial planning, Retirement planning
- **Works with:** Retirees, Mid-life transitions, Divorced individuals
- **CRD:** 2506230 (https://adviserinfo.sec.gov/individual/summary/2506230)
- **SEC registration:** Investment adviser representative in CA, OR
- **Exams passed:** Series 63 (1994), Series 66 (2001)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://planserene.com

## Frequently asked questions

### Is Jared Rasmussen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and Serene Point Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jared charge for financial advice?

Jared's firm, Serene Point Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jared Rasmussen based?

Jared Rasmussen is based in Ridgefield, Washington.

### What does Jared specialize in?

Jared's specialties include divorce financial planning and retirement planning. Jared works with retirees, mid-life transitions and divorced individuals.

### Is Jared Rasmussen registered with the SEC?

Yes. Jared Rasmussen is registered as an investment adviser representative in CA and OR (CRD 2506230), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Serene Point Advisors manage?

Serene Point Advisors reports $32.9M across 115 accounts in assets under management.

### How do I contact Jared Rasmussen?

Through Jared's website, planserene.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2506230): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.planserene.com/): specialties, clients served, and fees, checked October 30, 2026

---

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