Serenity Advising

Overview

Serenity Advising is organized as a limited liability company with individual ownership. The firm presents itself as a small-scale advisory practice focused on retail clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. It reports a mixed fee model that can include a percentage-of-AUM charge as well as hourly and fixed-fee arrangements. Regulatory and operational flags in the source indicate Serenity Advising does not act as a capital allocator, does not identify as an active ESG investor, and is not characterized as a multi-state adviser or a newly formed adviser. The firm lists an affiliation with an insurance company, which may reflect a relationship for client insurance solutions or distribution partnerships.

Assets & Accounts

Location & Offices