Jessica Serrano
Equal Voices Wealth · Castaic, California
Jessica Serrano is a fee-only financial advisor at Equal Voices Wealth in Castaic, California, who holds the CFP credential. Jessica charges an ongoing planning fee and focuses on tax planning and retirement planning.
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Specialties
Facts
| Firm | Equal Voices Wealth |
|---|---|
| Based in | Castaic, California |
| Fee model | Ongoing planning fee |
| Assets under management | $59.0M across 321 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7797192 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.equalvoices.co |
How Jessica's firm compares
- Equal Voices Wealth's average account is about $184,000, from its Form ADV (assets managed divided by 321 accounts).
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Questions about Jessica
Is Jessica Serrano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and Equal Voices Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessica charge for financial advice?
Jessica charges an ongoing planning fee.
Where is Jessica Serrano based?
Jessica Serrano is based in Castaic, California.
What does Jessica specialize in?
Jessica's specialties include tax planning and retirement planning.
What credentials does Jessica Serrano hold?
Jessica Serrano holds the CFP credential.
Is Jessica Serrano registered with the SEC?
Yes. Jessica Serrano is registered as an investment adviser representative in CA (CRD 7797192), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Equal Voices Wealth manage?
Equal Voices Wealth reports $59.0M across 321 accounts in assets under management.
How do I contact Jessica Serrano?
Through Jessica's website, www.equalvoices.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Other advisors in California who focus on tax planning
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
- Equal Voices Wealth 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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