Firm
Serene Wealth Planning
Everett, Washington
Fee-only
Facts
| Based in | Everett, Washington |
|---|---|
| Website | sereneplanning.com |
| Phone | (425) 903-8188 |
Serene Wealth Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $800 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"we offer an $800 one-time Financial Forecast for people who are in the process of getting divorced." source
"First $1,000,000 1.00% 0.25%" source
"our post-divorce financial planning and investment services are best suited for individuals with $1 million or more in investable assets." source
"Our fee for ongoing financial planning and investment management services is calculated based on the percentage of the money that we manage for you." source
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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $7 million |
| Individual clients | 6 |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 304903 |