Serene Financial Solutions is a registered investment advisor founded in 2020 and led by Mary Thomas-Spruill. The firm offers comprehensive financial planning, portfolio management, tax preparation, and consulting services tailored to individuals, families, and small business owners. Serene Financial Solutions operates on a fee-only basis, meaning they are legally required to act in your best interest and do not earn commissions from selling products. Investment management is integrated with financial planning, requiring clients to engage the firm for ongoing planning services. Portfolios are constructed using a mix of passive and active strategies, utilizing individual stocks, bonds, mutual funds, and exchange-traded funds based on your personal risk tolerance and financial goals.
Fee Structure
Investment management is bundled with ongoing financial planning services. Serene Financial Solutions charges an ongoing monthly fee ranging from $400 to $600 (or starting at $1,500 for small businesses), paid in advance. Portfolio management services require you to first engage the firm for a comprehensive financial plan.