# Jesse Deason

> Jesse Deason is a fee-only financial advisor at Serene Wealth Planning in Everett, Washington, who holds the CFP credential. Jesse charges a percentage of assets and a one-time planning fee (one-time plans from $800 and 1% a year on the first tier of assets managed) and focuses on divorce financial planning and retirement planning.

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

## Facts

- **Firm:** Serene Wealth Planning
- **Based in:** Everett, Washington
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $800; 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $7.3M across 21 accounts
- **Credentials:** CFP
- **Specialties:** Divorce financial planning, Retirement planning
- **Works with:** Divorced individuals
- **CRD:** 6595583 (https://adviserinfo.sec.gov/individual/summary/6595583)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.sereneplanning.com

## Frequently asked questions

### Is Jesse Deason a fee-only financial advisor?

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

### How does Jesse charge for financial advice?

Jesse charges a percentage of assets and a one-time planning fee.

### How much does Jesse charge?

According to Serene Wealth Planning's website, checked October 30, 2026: one-time plans from $800; 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.

### Where is Jesse Deason based?

Jesse Deason is based in Everett, Washington.

### What does Jesse specialize in?

Jesse's specialties include divorce financial planning and retirement planning. Jesse works with divorced individuals.

### What credentials does Jesse Deason hold?

Jesse Deason holds the CFP credential.

### Is Jesse Deason registered with the SEC?

Yes. Jesse Deason is registered as an investment adviser representative in WA (CRD 6595583), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Serene Wealth Planning manage?

Serene Wealth Planning reports $7.3M across 21 accounts in assets under management.

### How do I contact Jesse Deason?

Through Jesse's website, www.sereneplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6595583): 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.sereneplanning.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.