Mary Thomas-Spruill
Serene Financial Solutions · Gaithersburg, Maryland
Mary Thomas-Spruill is a fee-only financial advisor at Serene Financial Solutions in Gaithersburg, Maryland, who holds the ChFC credential. Mary focuses on tax planning and small business owners. Serene Financial Solutions reports charging hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Serene Financial Solutions |
|---|---|
| Based in | Gaithersburg, Maryland |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $7.8M across 35 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in MD, VA · CRD 7289692 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.serenefinancialsolutions.com |
How Mary's firm compares
- Serene Financial Solutions's average account is about $223,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Mary
Is Mary Thomas-Spruill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Serene Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Serene Financial Solutions, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Mary Thomas-Spruill based?
Mary Thomas-Spruill is based in Gaithersburg, Maryland.
What does Mary specialize in?
Mary's specialties include tax planning and small business owners. Mary works with founders.
What credentials does Mary Thomas-Spruill hold?
Mary Thomas-Spruill holds the ChFC credential.
Is Mary Thomas-Spruill registered with the SEC?
Yes. Mary Thomas-Spruill is registered as an investment adviser representative in MD and VA (CRD 7289692), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Serene Financial Solutions manage?
Serene Financial Solutions reports $7.8M across 35 accounts in assets under management.
How do I contact Mary Thomas-Spruill?
Through Mary's website, www.serenefinancialsolutions.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 Financial Solutions 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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