Serenus Wealth Advisors, LLC fees and pricing
Financial planner in Santa Monica, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 16, 2026, Serenus Wealth Advisors, LLC charges a flat or project fee of $5,000-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$100,000
“Flat fees range from $5,000 to $100,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Serenus Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm bills on cash unless indicated otherwise in writing.”
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “Fees are negotiable and will be deducted from client account(s).”
How Serenus Wealth Advisors, LLC’s fees compare
- Its flat or project fee of $5,000-$100,000 is above the California median of $5,000. 99% of the 796 other California planners that publish a flat or project fee charge less.
- 5 of the 5 other planners in Santa Monica that publish a flat or project fee charge less.
About Serenus Wealth Advisors, LLC
- Firm size: 6 employees.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 141
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $1,473,292,464
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332034
- Phone
- (917) 539-2411
Can advise clients in 6 states: California, Connecticut, Florida, New Jersey, New York, Texas
Other planners in Santa Monica that publish fees
- Abacus Wealth PartnersSanta Monica$10,000/yr
- Capital Intelligence Advisors, Inc.Santa Monica$150-$500/hr, $500-$20,000
- Daniel M. Stern, LLCSanta Monica$350/hr
- Eddy Financial, LLCSanta Monica$500/hr, $10,000
- Gerber Kawasaki Wealth & Investment ManagementSanta Monica$500-$1,000/hr
- MGN and Co LLCSanta Monica$100-$300/hr, $200-$1,000/yr
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.