Serenity Advising fees and pricing
Financial planner in Spokane, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 5, 2026, Serenity Advising charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial planning and consulting services are offered based on a negotiable hourly fee of $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Serenity Advising bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees are charged monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”
How Serenity Advising’s fees compare
- Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
- 3 of the 13 other planners in Spokane that publish an hourly rate charge less.
About Serenity Advising
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
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
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342168
- Phone
- (509) 951-5995
Other planners in Spokane that publish fees
- Apex Advisory Group, Inc.Spokane$500/hr
- Bormann Wealth Management, LLCSpokane$400/hr
- Chair Six Financial Planning, PLLCSpokane$200-$5,000, $1,000-$10,000/yr
- Craig Family OfficeSpokane$500
- Fellowship Financial PlanningSpokane$500/hr, $1,500
- Financial Forum, Inc.Spokane$150/hr
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.