Serene Wealth Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“In the event a completed engagement takes fewer than 2.4615 hours to complete ($800 ÷ $325/hr = 2.4615 hours), SWP will refund the client the unearned fee.”

Flat or project fee

$800

“A One-Time Divorce Retirement Projection costs $800.”

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

How Serene Wealth Planning, LLC bills

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

• “Fees are generally negotiable and are paid as described below, directly by the client.”
• “In no event will SWP collect more than $500 more than six months in advance from any client.”
• “The Adviser will send the client a written invoice, including the fee, the formula used to calculate the fee, the fee calculation itself, the time period covered by the fee, and, if applicable, the amount of assets under management on which the fee was based.”

How Serene Wealth Planning, LLC’s fees compare

• Its hourly rate of $325 is above the Washington median of $300. 65% of the 216 other Washington planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Everett that publish an hourly rate charge less.
• Its flat or project fee of $800 is below the Washington median of $3,250. 10% of the 103 other Washington planners that publish a flat or project fee charge less.

About Serene Wealth Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Divorce

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

8

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$7,262,640

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304903

Website

sereneplanning.com (opens in new tab)

Phone

(425) 903-8188

Other planners in Everett that publish fees

• Elderrock Financial LLCEverett$200/hr
• Pacific Crest Financial Advisors, LLCEverett$300/hr
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500

Compare all 5 planners in Everett