Financial Serenity, LLC
Firm details
- Headquarters
- ,
- CRD number
- 321853
- Website
- www.financialserenity.co
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Financial Serenity, LLC is an independent registered investment adviser operating as a limited liability company with individual ownership. The firm serves individuals and family clients, combining financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops alongside insurance brokerage activity. Its fee model mixes percentage-of-AUM fees, fixed fees, and commission-based revenue, reflecting the dual advisory-and-insurance role. Financial Serenity is not identified as an active ESG investor and is not positioned as a multi-state or institutional capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities30%
- Cash & Cash Equivalents9%
Contacts
1 of 1
Ian Powell
OwnerCRD 7269339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Crafted Financial Planning
RIACaritas Investment Advisors LLC
RIASan Francisco, CA
L&L Financial Services, LLP
RIAMobile, AL