We specialized in working with professionals and business owners in their 30s 40s and 50s in Maryland. We, at Serenity Wealth Advisors gain a deep understanding of both your individual and your business (if applicable) objectives and design customized plans to meet those needs. Integrity and commitment to our clients always come first.
We pride ourselves for being fee only financial advisors and fiduciaries in every client relationship. We advise on entire financial picture, coordinating investment, retirement, individual tax planning and business tax planning in every aspect of your life. We provide financial planning services on topics such as retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning.
We pride ourselves for being fee only financial advisors and fiduciaries in every client relationship. We advise on entire financial picture, coordinating investment, retirement, individual tax planning and business tax planning in every aspect of your life. We provide financial planning services on topics such as retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning.
Services
Services
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We offer the use of Third Party Managers, Outside Managers, or Sub-Advisors (TAMPs) for portfolio management services. We assist clients in selecting an appropriate allocation model, completing the Outside Manager's investor profile questionnaire, interacting with the Outside Manager and reviewing the Outside Manager.
Our Fees
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We charge upfront $500 and an ongoing fee that is paidmonthly or quarterly, in arrears, at the rate of $200 - $600 per month or $600 - $1,800 per quarter, depending oncomplexity and the needs of the client. Hourly Fees will also be offered to clients who do not require ongoing Comprehensive Financial Planning.
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