Jessica Serrano is a CFP-designated registered investment advisor at Fyooz Financial Planning, based in Castaic, CA, with 2 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 79 clients with $59M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Comprehensive Financial Planning consists of an upfront onboarding fee at a rate of $500-$2,000, followed by an assets under management fee that is paid quarterly, in arrears. The fee may be negotiable in certain cases. The purpose of the onboarding fee is to cover the costs of the initial work to develop the financial plan, this is a one-time fee payable in advance.
Fee Estimator
Location
Castaic, CA
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 →Employment History
Current Registrations
Fyooz Financial Planning
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.