CRD: 307284
Serene Financial Solutions
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2020
- Office Locations
- 1
Office Locations
About Serene Financial Solutions
Serene Financial Solutions is an independent, fee-only fiduciary providing holistic financial planning and wealth management. The firm works with military members, federal employees and contractors navigating TSP/FERS and other benefits, as well as executives, entrepreneurs, retirees, and clients in life transitions—integrating corporate benefits and compensation, taxes, real estate, and outside investments into a clear, transparent plan.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Mary Tinna Thomas-Spruill N/A
Chief Compliance Officer, FINANCIAL DIRECTOR, Managing Member
- CRD
- #7289692
- Ownership
- 75% or more
Jason Nathaniel Spruill
--
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,796,129 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,796,129 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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