Serenus Wealth Advisors

Serenus Wealth Advisors at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 5 advisors are listed here; 2 of 5 hold the CFP.
• Its Form ADV reports 6 employees and 141 individual clients, 123 of them high net worth.
• Its average account is about $993,000 (assets it manages divided by its 1,484 accounts).

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

Facts

Serenus Wealth Advisors fees

Serenus 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 (5)

• Devon Galindo

  CFP · ChFC

• Graham Mandl

• Kara Boccella

• Laura Lemoine

  CFP

• Rebecca Shaw

Other fee-only firms in Santa Monica

• Sierra Investment Management
• Silicon Beach Financial
• Victus Capital Wealth
• Wellacre Global Wealth Advisors
• Cycle Financial Planning
• Five Oceans Advisors
• Guttman Financial Planning
• MB Blue GP

Fee-only advisors in California