Jared Rasmussen
Serene Point Advisors · Ridgefield, Washington
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.
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Specialties
Who they serve
- Retirees
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Serene Point Advisors |
|---|---|
| Based in | Ridgefield, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $32.9M across 115 accounts |
| SEC registration | Investment adviser representative in CA, OR · CRD 2506230 |
| Exams passed | Series 63 (1994) · Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | planserene.com |
| Profile |
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Questions about Jared
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Serene Point Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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