Jesse Deason is a CFP-designated registered investment advisor at Serene Wealth Planning, LLC, based in Everett, WA, with 9 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 8 clients with $7.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fee Estimator
Contact
Jesse Deason
Location
1721 Hewitt Ave, Suite 511, Everett, WA, 98201
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jesse owns Serene Divorce Planning LLC, a divorce financial consulting firm, since June 2021. This activity involves collecting and analyzing financial data to help clients understand divorce settlement scenarios and takes about half of Jesse's time.
Employment History
Current Registrations
Serene Wealth Planning, LLC
Previous Registrations
Madrona Financial Services, LLC
Finn Street Financial, LLC
A.L. Rhodes Personal Financial Advisors LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Jesse Deason foundedSerene Wealth Planningto bring holistic and comprehensive fee-only financial planning services to Everett, Washington. Like many financial advisors, she first found her way to a career in personal finance after helping many of her friends and family make decisions about money. Jesse is both a people person and an analytic thinker, and she loves that personal finance gives her an opportunity to use both traits in helping people. Prior to foundingSerene Wealth Planning, Jesse worked for a large wealth management firm in Snohomish County.