Serene Point Advisors LLC fees and pricing

Financial planner in Lake Oswego, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Serene Point Advisors LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Fees will be agreed upon in the client agreement and will not exceed $300 per hour.”

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

“Fees are collected in advance on a straight tier basis based on assets under management.”
“The investment management fees are negotiable at the sole discretion of the Adviser and lower fees for comparable services may be available from other sources.”
“Billing Investment management fees will be billed quarterly in advance.”

Its hourly rate of $300 is above the Oregon median of $250. 55% of the 123 other Oregon planners that publish an hourly rate charge less.
6 of the 11 other planners in Lake Oswego that publish an hourly rate charge less.

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: 1.2% a year
Clients: 60
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed: $32,943,754
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 309433
Website: planserene.com (opens in new tab)
Phone: (503) 360-9550

Can advise clients in 2 states: California, Oregon

Is something on this page wrong or out of date?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.