Firm
Serene Financial Solutions
Gaithersburg, Maryland
Fee-only
Serene Financial Solutions at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 1 employee and 35 individual clients.
- Its average account is about $223,000 (assets it manages divided by its 35 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Gaithersburg, Maryland |
|---|---|
| Website | serenefinancialsolutions.com |
| Phone | (240) 840-6159 |
Serene Financial Solutions fees
Serene Financial Solutions 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
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 35 |
| Accounts managed | 35 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | April 20, 2026 |
| SEC record | CRD 307284 |