Serenity Wealth Advisors provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Financial planning involves evaluating a client's current and future financial state to predict future cash flows, asset values, and withdrawal plans. Serenity Wealth Advisors also provides employee benefit plan services to employer plan sponsors.
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.