Seren Wealth Advisors

Seren Wealth Advisors at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 1 employee and 61 individual clients, 27 of them high net worth.
• Its average account is about $259,000 (assets it manages divided by its 166 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Seren Wealth Advisors fees

Seren Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Michael Taylor

• Stephanie Blakes

  CFP

Other fee-only firms in Houston

• SM Scherr Financial
• Southmore Financial Advisory
• Speight Asset Management
• Stegent Equity Advisors
• Stillforest Wealth Management
• Strategic Advisory Services
• Sucre'-Vail Wealth Advisors
• Tanglewood Legacy Advisors

Fee-only advisors in Texas