Serenity Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$350/hr

“The hourly fee can range between $200 and $350, depending on complexity and the needs of the client.”

Flat or project fee

$500

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly or quarterly, in arrears, at the rate of $200 - $600 per month or $600 - $1,800 per quarter, depending on complexity and the needs of the client.”

Monthly fee

$200⁠-⁠$600/mo

From the same sentence as above.

Quarterly fee

$600⁠-⁠$1,800/qtr

From the same sentence as above.

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

How Serenity Wealth Advisors LLC bills

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

• “The annual fees are negotiable and are pro-rated and paid in arrears on a monthly basis.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “This refund will be issued via check made payable to the client, from the account of SWA.”

How Serenity Wealth Advisors LLC’s fees compare

• Its hourly rate of $200-$350 spans the Maryland median of $300. 37% of the 156 other Maryland planners that publish an hourly rate charge less.
• 6 of the 9 other planners in Baltimore that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Maryland median of $4,335. 6% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 2 of the 12 other planners in Baltimore that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Serenity Wealth Advisors LLC

• Principal: Anvar Izbakiev
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300394

Website

serenitywealthadvisors.com (opens in new tab)

Phone

(410) 870-7440

Other planners in Baltimore that publish fees

• Aerie Capital ManagementBaltimore$250/hr, $1,000⁠-⁠$2,500
• Buttonwood Financial Advisors, Inc.Baltimore$500
• Charles Street Asset Management, Inc.Baltimore$200⁠-⁠$300/hr, $1,000⁠-⁠$10,000
• Docempowered, LLCBaltimore$600/hr, $600⁠-⁠$1,000/mo
• Equatorial Advisors, LLCBaltimore$150⁠-⁠$500
• Foundry Wealth Advisors, LLCBaltimore$250/hr, $2,000⁠-⁠$10,000

Compare all 25 planners in Baltimore