Jesse Deason
Serene Wealth Planning · Everett, Washington
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.
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Specialties
Who they serve
- Divorced individuals
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 | $7.3M across 21 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 6595583 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.sereneplanning.com |
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Questions about Jesse
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.
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 Wealth Planning 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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