Mary Thomas-Spruill is a ChFC-designated registered investment advisor at Serene Financial Solutions, based in Gaithersburg, MD, with 5 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 28 clients with $4.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Serene Financial Solutions requires clients to engage them for financial planning before providing portfolio management services. The firm does not specify the fees for investment management services in this brochure.
Location
9711 Washingtonian Blvd, Ste. 550, Gaithersburg, MD, 20878
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Serene Financial Solutions
State Registrations2 states
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