Serenity Wealth Advisors LLC

Overview

Serenity Wealth Advisors LLC is organized as a limited liability company under individual ownership and positions itself as a financial planning practice. Its primary advisory activity is financial planning, and its fee model is fee-for-service using hourly charges and fixed fees rather than asset-based billing. The firm is not registered as a multi-state adviser, does not identify as an active ESG investor, and is not described as a capital allocator or related adviser. Regulatory registration year is not listed. The firm lists an industry affiliation with an accountant, suggesting a referral or professional-services relationship to support tax or accounting needs alongside planning work.

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Investments & Alternatives

Location & Offices