Serene Wealth Planning offers comprehensive financial planning and investment management services on an ongoing basis. Clients receive ongoing guidance covering retirement planning, tax strategies, cash flow management, estate planning, and debt management, alongside discretionary management of their investment portfolios. The firm also provides specialized one-time divorce retirement projections and hourly ongoing engagements for specific financial concerns. Serene Wealth Planning operates as a fee-only firm, meaning they do not sell financial products or earn commissions, and they maintain a legal obligation to act in their clients' best interests.
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% |
Fees are generally negotiable. Clients may also pay a third-party manager fee up to 0.30% if Asset Dedication is utilized.