# Stephanie Blakes

> Stephanie Blakes is a fee-only financial advisor at Seren Wealth Advisors in Houston, Texas, who holds the CFP credential. Seren Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephanie-blakes/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Seren Wealth Advisors
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $43.0M across 166 accounts
- **Credentials:** CFP
- **CRD:** 3083697 (https://adviserinfo.sec.gov/individual/summary/3083697)
- **SEC registration:** Investment adviser representative in FL, GA, LA, TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.serenwealth.com/

## Frequently asked questions

### Is Stephanie Blakes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Seren Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephanie charge for financial advice?

Stephanie's firm, Seren Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephanie Blakes based?

Stephanie Blakes is based in Houston, Texas.

### What credentials does Stephanie Blakes hold?

Stephanie Blakes holds the CFP credential.

### Is Stephanie Blakes registered with the SEC?

Yes. Stephanie Blakes is registered as an investment adviser representative in FL, GA, LA and TX (CRD 3083697), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Seren Wealth Advisors manage?

Seren Wealth Advisors reports $43.0M across 166 accounts in assets under management.

### How do I contact Stephanie Blakes?

Through Stephanie's website, www.serenwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3083697): 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

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