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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-26-2019
- Office Locations
- 1
Office Locations
About Serene Wealth Planning, LLC
Serene Wealth Planning is a fiduciary, fee-only firm focused exclusively on post-divorce financial planning and investment management. Using a custom five-step framework, the team helps clients review and consolidate settlement accounts, model cash flow and long-term goals with financial software, and align portfolios to new circumstances. They also offer an $800 one-time Financial Forecast for individuals in the divorce process, backed by experience across 150+ divorce settlements through Serene Divorce Planning.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Jesse Fernandes Deason
Chief Compliance Officer, Managing Member, Owner
- CRD
- #6595583
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,262,640 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,262,640 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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