# Kelly McDermott

> Kelly McDermott is a fee-only financial advisor at Serene Point Advisors in Lake Oswego, Oregon, who holds the CFA credential. Kelly 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/kelly-mcdermott/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Serene Point Advisors
- **Based in:** Lake Oswego, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $32.9M across 115 accounts
- **Credentials:** CFA
- **Specialties:** Divorce financial planning, Retirement planning
- **Works with:** Retirees, Mid-life transitions, Divorced individuals
- **CRD:** 1614915 (https://adviserinfo.sec.gov/individual/summary/1614915)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 63 (1988)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://planserene.com

## Frequently asked questions

### Is Kelly McDermott a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kelly 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 Kelly charge for financial advice?

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

### Where is Kelly McDermott based?

Kelly McDermott is based in Lake Oswego, Oregon.

### What does Kelly specialize in?

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

### What credentials does Kelly McDermott hold?

Kelly McDermott holds the CFA credential.

### Is Kelly McDermott registered with the SEC?

Yes. Kelly McDermott is registered as an investment adviser representative in OR (CRD 1614915), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Serene Point Advisors manage?

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

### How do I contact Kelly McDermott?

Through Kelly's website, planserene.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1614915): 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

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