Stephanie Blakes
Seren Wealth Advisors · Houston, Texas
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.
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Facts
| Firm | Seren Wealth Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $43.0M across 166 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA, LA, TX · CRD 3083697 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.serenwealth.com |
| Profile |
How Stephanie's firm compares
- Seren Wealth Advisors's average account is about $259,000, from its Form ADV (assets managed divided by 166 accounts).
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Questions about Stephanie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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
- 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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