Nancy Wakefield
Serene Point Advisors · Lake Oswego, Oregon
Nancy Wakefield is a fee-only financial advisor at Serene Point Advisors in Lake Oswego, Oregon. Nancy 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 |
| SEC registration | Investment adviser representative in CA, OR · CRD 4592281 |
| Exams passed | Series 63 (2004) · Series 65 (2000) · Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | planserene.com |
| Profile |
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Questions about Nancy
Is Nancy Wakefield a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nancy 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 Nancy charge for financial advice?
Nancy's firm, Serene Point Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nancy Wakefield based?
Nancy Wakefield is based in Lake Oswego, Oregon.
What does Nancy specialize in?
Nancy's specialties include divorce financial planning and retirement planning. Nancy works with retirees, mid-life transitions and divorced individuals.
Is Nancy Wakefield registered with the SEC?
Yes. Nancy Wakefield is registered as an investment adviser representative in CA and OR (CRD 4592281), 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 Nancy Wakefield?
Through Nancy'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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