Financial Serenity is a registered investment advisor based in Burleson, Texas, offering customized portfolio management, goal-oriented financial planning, and behavioral financial coaching. Financial Serenity designs and manages personalized investment portfolios using mutual funds, exchange-traded funds, and individual securities based on each client's specific goals, risk tolerance, and time horizon. The firm follows a Christ-first, client-focused, and coaching-centered philosophy. In addition to investment management, Financial Serenity provides behavioral financial coaching starting at $29 per month and comprehensive financial planning services tailored to complex situations. The firm does not require a minimum dollar amount to open an account, making its services accessible to individuals actively building wealth through ongoing contributions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.50% |
| $50K - $500K | 1.75% |
| $500K - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable and billed monthly in arrears based on the ending market value of the account. Household account values may be combined to determine breakpoints.