Serene Financial Solutions fees
Financial planner in Gaithersburg, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 20, 2026, Serene Financial Solutions (Gaithersburg, MD) charges $150 an hour, a monthly fee of $400-$600, and an annual fee of $4,800-$7,200 for financial planning.
- Website: serenefinancialsolutions.com (opens in new tab)
- Call (240) 840-6159
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change.
- Hourly rate
- $150/hr
Below the Maryland median of $300; none of the 75 other planners in Maryland that publish an hourly rate charge less, and 1 charges the same. The one other planner in Gaithersburg charges more.
“We charge an hourly fee of $150.00 for advisory consulting services.”
- Monthly fee
- $400-
$600/mo “Serene Financial Solutions, LLC will assess an ongoing monthly fee ranging from $400 to $600, which is paid in advance each month.”
- Annual fee
- $4,800-
$7,200/yr Runs from below the Maryland median of $6,000 to above it.
“We charge a comprehensive fixed-fee for planning level services, which ranges between $4,800 to $7,200 annually, depending on the complexity of the planning level and the individual or family status.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- EA and ChFC®
- Team size
- Solo practice (one employee)
- Registered since
- 2020 (6 years)
How Serene Financial Solutions bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
- “In the event of early termination, the client will be billed for the hours worked at a rate of $150.00 per hour, and the client will be refunded the difference.”
- “Payment is made through a third-party payment processor paid via ACH draft or credit card.”
About Serene Financial Solutions
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and annual planning fees
- Clients
- 35
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $7.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of April 20, 2026
- CRD number
- 307284 (opens in new tab)
- Phone
- (240) 840-6159
Other planners in Gaithersburg that publish fees
- Own Your Monday Wealth Management, LLCGaithersburgHourly $500/hr, Annual $15,000/yr
- Sherman Wealth Management LLCGaithersburgHourly up to $550/hr, Flat $500-$3,000
- Cornerstone Financial Planning, Inc.GaithersburgHourly $100/hr, Flat $300 2011 brochure
More planners in Maryland that publish fees
- YGC WealthUpper MarlboroHourly $375/hr, Annual from $7,500/yr
- CTG Wealth Management LLCSeverna ParkAnnual $2,000-$6,000/yr
- Ivy League Financial Advisors LLCRockvilleHourly $250-$750/hr, Flat $5,000-$50,000
- Primas Financial PlanningColumbiaHourly $200/hr, Monthly $100-$800/mo
- WD Financial SolutionsOwingsHourly $200/hr, Flat up to $7,000
- Serenity Wealth Advisors LLCBaltimoreHourly $200-$350/hr, Flat $500-$1,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.