Kelly McDermott
Serene Point Advisors · Lake Oswego, Oregon
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.
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Specialties
Who they serve
- Retirees
- Mid-life transitions
- Divorced individuals
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 | $32.9M across 115 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OR · CRD 1614915 |
| Exams passed | Series 63 (1988) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | planserene.com |
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Questions about Kelly
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.
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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