Financial Serenity, LLC

Assets Under Management

$6.4M

Number of Clients

76

Number of Advisors

1

Average Client AUM

$84K

AUM per Advisor

$6.4M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Ian Powell owns Financial Serenity, LLC and acts as an Investment Advisor Representative, Financial Advisor, and Insurance Agent. He is supervised by Amber Powell, the Chief Compliance Officer of the firm. He has worked in the financial services industry since 2019.

Areas of Practice
Investment ManagementFinancial Planning & CoachingInsurance Planning
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Location

TX, United States

1 Advisors at this firm

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