Anvar Izbakiev is a CFP-designated registered investment advisor at Serenity Wealth Advisors LLC, based in Baltimore, MD, with 7 years of industry experience. Anvar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Serenity Wealth Advisors offers comprehensive financial planning for an upfront charge of $500, plus an ongoing fee of $200-$600 per month or $600-$1,800 per quarter, depending on the complexity and needs of the client. This service involves working one-on-one with a planner to develop and implement a plan, monitor it, recommend changes, and ensure it is up to date. The fee may be negotiable in certain cases.
Serenity Wealth Advisors offers project-based financial planning for a fixed fee ranging from $500 to $1,500, depending on complexity and the client's needs. The fee is negotiable. They also offer hourly consulting for $200-$350 per hour, depending on complexity and the client's needs. The fee is negotiable.
Location
806 Reisterstown Rd, Ste 5, Baltimore, MD, 21208
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anvar owns Ameritax Accounting and Finance, Inc., where he works as a tax CPA, dedicating about 10-20% of his time to accounting and tax preparation. He also owns National Logistics, LLC, a dispatching service for truck drivers, spending minimal time on general supervision.
Employment History
Current Registrations
Serenity Wealth Advisors LLC
State Registrations1 state
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