Seren Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“Financial Planning and Consulting Services One-hour Financial Planning and Consulting Services sessions are offered on an hourly basis at $125 per hour.”

Monthly fee

$100/mo

“Fees for these services will be based on a percentage of Assets under Management as follows, subject to a minimum monthly fee of $100:”

Annual fee

$1,000⁠-⁠$2,500/yr

“Financial Planning and Consulting Ongoing Financial Planning Services For our Ongoing Financial Planning Services, we charge a fixed fee typically ranging from $1,000 to $2,500 annually, based on the complexity of your financial situation.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Seren Wealth Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees may be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
• “Our annual asset management fee is billed and payable, monthly in arrears, based on the balance of your account on the last business day of the billing period.”
• “Clients may terminate the asset management agreement within five (5) business days of signing the contract for a full refund.”

How Seren Wealth Advisors, LLC’s fees compare

• Its hourly rate of $125 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
• 3 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its annual fee of $1,000-$2,500 is below the Texas median of $6,000. 19% of the 106 other Texas planners that publish an annual fee charge less.
• 4 of the 16 other planners in Houston that publish an annual fee charge less.

About Seren Wealth Advisors, LLC

• Principal: Stephanie Blakes
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

61

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$42,978,416

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282770

Website

serenwealth.com (opens in new tab)

Phone

(832) 371-0468

Can advise clients in 4 states: Florida, Georgia, Louisiana, Texas

Other planners in Houston that publish fees

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• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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